Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2022
Top Holdings762 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.3M | $183.1M | 4.2% | $100.21 | +35.27% | 15 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 769,484 | $179.2M | 4.1% | $140.41 | +64.73% | 15 qtrssince 2019-Q1 | Increased 60 |
VANGUARD TOTAL INTL BOND ETF | 3.5M | $165.6M | 3.8% | $44.38 | -7.46% | 15 qtrssince 2019-Q1 | Increased 70 |
UNITEDHEALTH GROUP INC | 252,854 | $127.7M | 2.9% | $298.88 | +60.67% | 15 qtrssince 2019-Q1 | Increased 58 |
VANGUARD TOTAL BOND MARKET | 1.5M | $103.5M | 2.4% | $67.09 | -7.47% | 15 qtrssince 2019-Q1 | Increased 65 |
HOME DEPOT INC | 297,665 | $82.1M | 1.9% | $198.67 | +29.03% | 15 qtrssince 2019-Q1 | Increased 51 |
AMAZON.COM INC | 674,045 | $76.2M | 1.7% | $108.79 | +5.53% | 15 qtrssince 2019-Q1 | Increased 50 |
VANGUARD VALUE ETF | 540,950 | $66.8M | 1.5% | $115.54 | 0.00% | 1 qtr | New 68 |
VANGUARD GROWTH ETF | 306,663 | $65.6M | 1.5% | $34.94 | 0.00% | 1 qtr | New 67 |
CHEVRON CORP | 428,624 | $61.6M | 1.4% | $88.61 | +39.19% | 15 qtrssince 2019-Q1 | Increased 49 |
VANGUARD EUROPE ETF | 1.3M | $59.3M | 1.4% | $41.49 | 0.00% | 1 qtr | New 67 |
ISHARES INC MSCI WORLD ETF | 575,976 | $57.6M | 1.3% | $97.03 | -1.39% | 15 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 316,320 | $56.2M | 1.3% | $168.27 | +2.37% | 15 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 342,528 | $56M | 1.3% | $122.30 | +22.01% | 15 qtrssince 2019-Q1 | Increased 51 |
TESLA INC | 195,056 | $51.7M | 1.2% | $235.23 | +14.02% | 15 qtrssince 2019-Q1 | Increased 75 |
ALPHABET INC-CL A | 539,042 | $51.6M | 1.2% | $95.13 | +1.64% | 15 qtrssince 2019-Q1 | Increased 75 |
JPMORGAN CHASE & CO | 489,432 | $51.1M | 1.2% | $93.02 | +4.58% | 15 qtrssince 2019-Q1 | Increased 50 |
GOLDMAN SACHS GROUP INC | 167,627 | $49.1M | 1.1% | $221.59 | +23.13% | 15 qtrssince 2019-Q1 | Increased 53 |
MCDONALDS CORP | 206,271 | $47.6M | 1.1% | $184.96 | +17.57% | 15 qtrssince 2019-Q1 | Increased 52 |
EXXON MOBIL CORP | 497,739 | $43.5M | 1.0% | $52.47 | +50.21% | 15 qtrssince 2019-Q1 | Increased 41 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $4.4B across 762 positions as of Q3 2022. Top holdings: AAPL (4.2%), MSFT (4.1%), BNDX (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 16 new positions, 14 exits, 657 increased. Top move: TSLA (INCREASED, conviction 75). Portfolio: $4.4B across 762 positions.
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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