Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q2 2023
Top Holdings778 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $338.1M | 5.2% | $117.75 | +62.32% | 18 qtrssince 2019-Q1 | Increased 70 |
MICROSOFT CORP | 983,944 | $335.1M | 5.1% | $175.99 | +86.80% | 18 qtrssince 2019-Q1 | Increased 69 |
UNITEDHEALTH GROUP INC | 314,002 | $150.9M | 2.3% | $330.57 | +37.49% | 18 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORP | 321,772 | $136.1M | 2.1% | $20.98 | +94.40% | 18 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 897,987 | $117.1M | 1.8% | $110.32 | +15.93% | 18 qtrssince 2019-Q1 | Increased 56 |
HOME DEPOT INC | 357,642 | $111.1M | 1.7% | $213.03 | +35.83% | 18 qtrssince 2019-Q1 | Increased 51 |
ISHARES INC MSCI WORLD ETF | 830,783 | $103.4M | 1.6% | $104.38 | +13.51% | 18 qtrssince 2019-Q1 | Increased 63 |
VISA INC-CLASS A SHARES | 410,080 | $97.4M | 1.5% | $180.10 | +28.64% | 18 qtrssince 2019-Q1 | Increased 52 |
MCDONALDS CORP | 306,344 | $91.4M | 1.4% | $209.79 | +32.41% | 18 qtrssince 2019-Q1 | Increased 50 |
VANGUARD GROWTH ETF | 312,613 | $88.5M | 1.4% | $34.93 | +32.99% | 4 qtrssince 2022-Q3 | Decreased 0 |
ALPHABET INC-CL A | 736,513 | $88.2M | 1.4% | $99.72 | +18.54% | 18 qtrssince 2019-Q1 | Increased 58 |
JPMORGAN CHASE & CO | 587,125 | $85.4M | 1.3% | $99.11 | +35.84% | 18 qtrssince 2019-Q1 | Increased 52 |
VANGUARD VALUE ETF | 580,850 | $82.5M | 1.3% | $117.05 | +13.53% | 4 qtrssince 2022-Q3 | Increased 49 |
VANGUARD TOTAL INTL BOND ETF | 1.7M | $81.6M | 1.3% | $43.87 | -2.71% | 18 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 502,191 | $79M | 1.2% | $96.43 | +43.81% | 18 qtrssince 2019-Q1 | Increased 50 |
VANGUARD EUROPE ETF | 1.2M | $74.6M | 1.1% | $41.49 | +35.62% | 4 qtrssince 2022-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 444,418 | $73.6M | 1.1% | $128.77 | +18.04% | 18 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 596,782 | $72.2M | 1.1% | $99.49 | +19.73% | 18 qtrssince 2019-Q1 | Increased 55 |
META PLATFORMS INC-CLASS A | 249,699 | $71.7M | 1.1% | $195.27 | +43.18% | 18 qtrssince 2019-Q1 | Increased 54 |
TESLA INC | 272,266 | $71.3M | 1.1% | $231.91 | +11.04% | 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 Rating: 2.5/5.0.
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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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