Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2020
Top Holdings716 positions
Microsoft Corp. | 674,782 | $141.9M | 4.5% | $115.25 | +73.56% | 7 qtrssince 2019-Q1 | Increased 56 |
Apple Inc. | 1.2M | $138.1M | 4.4% | $47.48 | +136.39% | 7 qtrssince 2019-Q1 | Increased 89 |
Amazon.com, Inc. | 28,857 | $90.9M | 2.9% | $90.95 | +73.11% | 7 qtrssince 2019-Q1 | Increased 53 |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 970,190 | $76.5M | 2.4% | $54.42 | +4.51% | 7 qtrssince 2019-Q1 | Increased 59 |
Home Depot Inc. | 233,124 | $64.7M | 2.1% | $166.69 | +43.58% | 7 qtrssince 2019-Q1 | Increased 51 |
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 551,539 | $57.5M | 1.8% | $70.85 | +2.17% | 6 qtrssince 2019-Q2 | Increased 54 |
ISHARES MSCI WORLD ETF | 572,360 | $57M | 1.8% | $82.00 | +10.49% | 7 qtrssince 2019-Q1 | Increased 52 |
UnitedHealth Group Inc. | 182,655 | $56.9M | 1.8% | $219.70 | +27.81% | 7 qtrssince 2019-Q1 | Increased 47 |
Johnson & Johnson | 346,800 | $51.6M | 1.6% | $113.46 | +11.27% | 7 qtrssince 2019-Q1 | Increased 47 |
VANGUARD CHARLOTTE FDS | 874,999 | $50.9M | 1.6% | $45.10 | +5.29% | 7 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 183,612 | $48.1M | 1.5% | $171.07 | +51.64% | 7 qtrssince 2019-Q1 | Increased 47 |
Visa Inc | 230,517 | $46.1M | 1.5% | $151.58 | +26.28% | 7 qtrssince 2019-Q1 | Increased 46 |
The Procter & Gamble Co. | 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% | $84.40 | -2.13% | 7 qtrssince 2019-Q1 | Increased 46 |
SALESFORCE COM INC | 140,588 | $35.3M | 1.1% | $212.55 | +16.23% | 7 qtrssince 2019-Q1 | Increased 74 |
Alphabet Inc. | 23,797 | $34.9M | 1.1% | $58.57 | +23.94% | 7 qtrssince 2019-Q1 | Increased 46 |
McDonald's Corp. | 146,291 | $32.1M | 1.0% | $161.16 | +18.46% | 7 qtrssince 2019-Q1 | Increased 45 |
Amgen Inc. | 121,531 | $30.9M | 1.0% | $193.01 | +9.50% | 7 qtrssince 2019-Q1 | Increased 66 |
Alphabet Inc. | 20,788 | $30.6M | 1.0% | $58.34 | +24.77% | 7 qtrssince 2019-Q1 | Increased 40 |
VANGUARD TOTAL BOND MARKET ETF | 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 Score: 3/5.0.
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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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
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