Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q2 2023
Top Holdings778 positions
APPLE INC | 1.7M | $338.1M | 5.2% | $88.45 | +116.08% | 18 qtrssince 2019-Q1 | Increased 70 |
MICROSOFT CORP | 983,944 | $335.1M | 5.1% | $175.41 | +89.29% | 18 qtrssince 2019-Q1 | Increased 69 |
UNITEDHEALTH GROUP INC | 314,002 | $150.9M | 2.3% | $323.49 | +38.99% | 18 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORPORATION | 321,772 | $136.1M | 2.1% | $13.89 | +203.52% | 18 qtrssince 2019-Q1 | Increased 62 |
AMAZON COM INC | 897,987 | $117.1M | 1.8% | $102.96 | +26.61% | 18 qtrssince 2019-Q1 | Increased 56 |
HOME DEPOT INC | 357,642 | $111.1M | 1.7% | $208.02 | +37.39% | 18 qtrssince 2019-Q1 | Increased 51 |
ISHARES INC | 830,783 | $103.4M | 1.6% | $104.02 | +14.38% | 18 qtrssince 2019-Q1 | Increased 63 |
VISA INC | 410,080 | $97.4M | 1.5% | $180.10 | +28.64% | 18 qtrssince 2019-Q1 | Increased 52 |
MCDONALDS CORP | 306,344 | $91.4M | 1.4% | $205.71 | +34.21% | 18 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 312,613 | $88.5M | 1.4% | $34.90 | +32.99% | 4 qtrssince 2022-Q3 | Decreased 0 |
ALPHABET INC | 736,513 | $88.2M | 1.4% | $78.00 | +52.02% | 18 qtrssince 2019-Q1 | Increased 58 |
JPMORGAN CHASE & CO | 587,125 | $85.4M | 1.3% | $97.99 | +38.00% | 18 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 580,850 | $82.5M | 1.3% | $114.20 | +15.61% | 4 qtrssince 2022-Q3 | Increased 49 |
VANGUARD CHARLOTTE FDS | 1.7M | $81.6M | 1.3% | $43.65 | -2.71% | 18 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 502,191 | $79M | 1.2% | $96.43 | +43.81% | 18 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INTL EQUITY INDEX F | 1.2M | $74.6M | 1.1% | $40.70 | +37.55% | 4 qtrssince 2022-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 444,418 | $73.6M | 1.1% | $126.91 | +18.90% | 18 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC | 596,782 | $72.2M | 1.1% | $75.00 | +59.77% | 18 qtrssince 2019-Q1 | Increased 55 |
META PLATFORMS INC | 249,699 | $71.7M | 1.1% | $195.76 | +45.20% | 18 qtrssince 2019-Q1 | Increased 54 |
TESLA INC | 272,266 | $71.3M | 1.1% | $143.70 | +82.16% | 18 qtrssince 2019-Q1 | Increased 56 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $6.5B across 778 positions as of Q2 2023. Top holdings: AAPL (5.2%), MSFT (5.1%), UNH (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 16 new positions, 17 exits, 556 increased. Top move: AAPL (INCREASED, conviction 70). Portfolio: $6.5B across 778 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR