Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2019
Top Holdings712 positions
MICROSOFT CORP | 635,581 | $88.4M | 3.3% | $111.76 | +16.98% | 3 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 352,529 | $79M | 2.9% | $45.87 | +17.14% | 3 qtrssince 2019-Q1 | Increased 55 |
VANGUARD CHARLOTTE FDS | 1.3M | $77M | 2.9% | $44.97 | +3.32% | 3 qtrssince 2019-Q1 | Increased 66 |
AMAZON COM INC | 28,618 | $49.7M | 1.9% | $88.88 | -2.34% | 3 qtrssince 2019-Q1 | Increased 50 |
VANGUARD WHITEHALL FDS | 598,155 | $48.2M | 1.8% | $52.93 | +4.87% | 3 qtrssince 2019-Q1 | Increased 48 |
VANGUARD BD INDEX FDS | 546,283 | $46.1M | 1.7% | $66.00 | +3.87% | 3 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 191,242 | $44.4M | 1.7% | $164.59 | +18.58% | 3 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 343,895 | $40.5M | 1.5% | $85.16 | +14.56% | 3 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 307,526 | $39.8M | 1.5% | $113.37 | -5.79% | 3 qtrssince 2019-Q1 | Increased 49 |
SPDR SERIES TRUST | 361,729 | $39.3M | 1.5% | $70.63 | +1.18% | 2 qtrssince 2019-Q2 | Increased 46 |
MCDONALDS CORP | 160,396 | $34.4M | 1.3% | $165.83 | +9.83% | 3 qtrssince 2019-Q1 | Increased 51 |
VISA INC | 192,271 | $33.1M | 1.2% | $149.45 | +9.47% | 3 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 142,443 | $31M | 1.2% | $215.15 | -10.52% | 3 qtrssince 2019-Q1 | Increased 49 |
CHEVRON CORPORATION | 260,244 | $30.9M | 1.1% | $89.92 | -1.92% | 3 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC | 24,234 | $29.6M | 1.1% | $58.47 | +3.44% | 3 qtrssince 2019-Q1 | Increased 49 |
META PLATFORMS INC | 162,524 | $28.9M | 1.1% | $166.24 | +6.10% | 3 qtrssince 2019-Q1 | Increased 50 |
BOEING CO | 74,639 | $28.4M | 1.1% | $372.82 | +0.86% | 3 qtrssince 2019-Q1 | Increased 50 |
PROCTER & GAMBLE CO | 221,095 | $27.5M | 1.0% | $87.92 | +18.41% | 3 qtrssince 2019-Q1 | Increased 51 |
ALIBABA GROUP HLDG LTD | 161,353 | $27M | 1.0% | $173.27 | -9.03% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 21,455 | $26.2M | 1.0% | $58.33 | +3.52% | 3 qtrssince 2019-Q1 | Increased 45 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $2.7B across 712 positions as of Q3 2019. Top holdings: MSFT (3.3%), AAPL (2.9%), BNDX (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 12 new positions, 22 exits, 552 increased. Top move: BNDX (INCREASED, conviction 66). Portfolio: $2.7B across 712 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR