Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2020
Top Holdings716 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 674,782 | $141.9M | 4.5% | $115.91 | +71.13% | 7 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 1.2M | $138.1M | 4.4% | $92.85 | +20.88% | 7 qtrssince 2019-Q1 | Increased 89 |
AMAZON.COM INC | 28,857 | $90.9M | 2.9% | $90.91 | +72.97% | 7 qtrssince 2019-Q1 | Increased 53 |
VANGUARD EMERG MKTS GOV BND | 970,190 | $76.5M | 2.4% | $54.97 | +4.51% | 7 qtrssince 2019-Q1 | Increased 59 |
HOME DEPOT INC | 233,124 | $64.7M | 2.1% | $171.15 | +39.99% | 7 qtrssince 2019-Q1 | Increased 51 |
SPDR SERIES TRUST | 551,539 | $57.5M | 1.8% | $71.65 | +2.17% | 6 qtrssince 2019-Q2 | Increased 54 |
ISHARES INC MSCI WORLD ETF | 572,360 | $57M | 1.8% | $82.43 | +10.30% | 7 qtrssince 2019-Q1 | Increased 52 |
UNITEDHEALTH GROUP INC | 182,655 | $56.9M | 1.8% | $223.94 | +24.74% | 7 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 346,800 | $51.6M | 1.6% | $115.29 | +9.90% | 7 qtrssince 2019-Q1 | Increased 47 |
VANGUARD TOTAL INTL BOND ETF | 874,999 | $50.9M | 1.6% | $45.33 | +5.29% | 7 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 183,612 | $48.1M | 1.5% | $171.33 | +51.74% | 7 qtrssince 2019-Q1 | Increased 47 |
VISA INC-CLASS A SHARES | 230,517 | $46.1M | 1.5% | $151.58 | +26.28% | 7 qtrssince 2019-Q1 | Increased 46 |
PROCTER & GAMBLE CO/THE | 267,071 | $37.1M | 1.2% | $89.58 | +33.18% | 7 qtrssince 2019-Q1 | Increased 46 |
JPMORGAN CHASE & CO | 372,111 | $35.8M | 1.1% | $85.41 | -3.29% | 7 qtrssince 2019-Q1 | Increased 46 |
SALESFORCE.COM INC | 140,588 | $35.3M | 1.1% | $211.20 | +15.76% | 7 qtrssince 2019-Q1 | Increased 74 |
ALPHABET INC-CL A | 23,797 | $34.9M | 1.1% | $58.68 | +23.99% | 7 qtrssince 2019-Q1 | Increased 46 |
MCDONALDS CORP | 146,291 | $32.1M | 1.0% | $164.69 | +17.76% | 7 qtrssince 2019-Q1 | Increased 45 |
AMGEN INC | 121,531 | $30.9M | 1.0% | $194.14 | +9.50% | 7 qtrssince 2019-Q1 | Increased 66 |
ALPHABET INC-CL C | 20,788 | $30.6M | 1.0% | $58.48 | +24.69% | 7 qtrssince 2019-Q1 | Increased 40 |
VANGUARD TOTAL BOND MARKET | 342,438 | $30.2M | 1.0% | $66.29 | +10.72% | 7 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $3.2B across 716 positions as of Q3 2020. Top holdings: MSFT (4.5%), AAPL (4.4%), AMZN (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 16 new positions, 9 exits, 470 increased. Top move: AAPL (INCREASED, conviction 89). Portfolio: $3.2B across 716 positions.
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Portfolio allocation by GICS sector
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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