Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2021
Top Holdings749 positions
Microsoft Corp. | 658,289 | $185.6M | 4.4% | $120.31 | +124.89% | 11 qtrssince 2019-Q1 | Increased 58 |
Apple Inc. | 1.1M | $159.3M | 3.8% | $47.48 | +190.68% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI WORLD ETF | 929,986 | $117.6M | 2.8% | $93.19 | +25.41% | 11 qtrssince 2019-Q1 | Increased 57 |
Amazon.com, Inc. | 28,428 | $93.4M | 2.2% | $93.69 | +75.31% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 995,121 | $77.9M | 1.8% | $55.32 | +6.21% | 11 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 231,254 | $75.9M | 1.8% | $173.11 | +67.05% | 11 qtrssince 2019-Q1 | Increased 48 |
UnitedHealth Group Inc. | 188,514 | $73.7M | 1.7% | $231.06 | +54.49% | 11 qtrssince 2019-Q1 | Increased 49 |
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 604,775 | $66.1M | 1.6% | $72.97 | +8.85% | 10 qtrssince 2019-Q2 | Decreased 0 |
JPMorgan Chase & Co. | 403,304 | $66M | 1.6% | $88.02 | +64.10% | 11 qtrssince 2019-Q1 | Increased 47 |
Meta Platforms Inc | 194,382 | $66M | 1.6% | $180.49 | +86.25% | 11 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 23,786 | $63.6M | 1.5% | $59.10 | +124.06% | 11 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 252,327 | $56.2M | 1.3% | $162.92 | +31.64% | 11 qtrssince 2019-Q1 | Increased 50 |
Alphabet Inc. | 20,521 | $54.7M | 1.3% | $58.48 | +125.75% | 11 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 329,563 | $53.2M | 1.3% | $114.00 | +23.21% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD CHARLOTTE FDS | 861,537 | $49.1M | 1.2% | $45.93 | +2.27% | 11 qtrssince 2019-Q1 | Increased 56 |
NVIDIA Corp. | 232,487 | $48.2M | 1.1% | $6.47 | +218.60% | 11 qtrssince 2019-Q1 | Increased 74 |
ISHARES INC | 740,828 | $45.8M | 1.1% | $50.23 | +6.32% | 11 qtrssince 2019-Q1 | Increased 62 |
Goldman Sachs Group, Inc. | 107,213 | $40.5M | 1.0% | $180.30 | +85.74% | 11 qtrssince 2019-Q1 | Increased 44 |
SALESFORCE COM INC | 146,243 | $39.7M | 0.9% | $217.65 | +22.49% | 11 qtrssince 2019-Q1 | Increased 44 |
Tesla Inc | 51,028 | $39.6M | 0.9% | $64.84 | +298.64% | 11 qtrssince 2019-Q1 | Increased 43 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $4.2B across 749 positions as of Q3 2021. Top holdings: MSFT (4.4%), AAPL (3.8%), URTH (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 8 new positions, 22 exits, 219 increased. Top move: NVDA (INCREASED, conviction 74). Portfolio: $4.2B across 749 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