Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2022
Top Holdings762 positions
APPLE INC | 1.3M | $183.1M | 4.2% | $61.67 | +119.81% | 15 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 769,484 | $179.2M | 4.1% | $138.98 | +62.18% | 15 qtrssince 2019-Q1 | Increased 60 |
VANGUARD CHARLOTTE FDS | 3.5M | $165.6M | 3.8% | $44.15 | -7.46% | 15 qtrssince 2019-Q1 | Increased 70 |
UNITEDHEALTH GROUP INC | 252,854 | $127.7M | 2.9% | $291.72 | +60.22% | 15 qtrssince 2019-Q1 | Increased 58 |
VANGUARD BD INDEX FDS | 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% | $193.19 | +28.76% | 15 qtrssince 2019-Q1 | Increased 51 |
AMAZON.COM INC | 674,045 | $76.2M | 1.7% | $98.39 | +14.85% | 15 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 540,950 | $66.8M | 1.5% | $112.44 | 0.00% | 1 qtr | New 68 |
VANGUARD INDEX FDS | 306,663 | $65.6M | 1.5% | $34.90 | 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 INTL EQUITY INDEX F | 1.3M | $59.3M | 1.4% | $40.70 | 0.00% | 1 qtr | New 67 |
ISHARES INC | 575,976 | $57.6M | 1.3% | $96.31 | -2.51% | 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% | $120.30 | +21.21% | 15 qtrssince 2019-Q1 | Increased 51 |
TESLA INC | 195,056 | $51.7M | 1.2% | $110.16 | +140.80% | 15 qtrssince 2019-Q1 | Increased 75 |
ALPHABET INC-CL A | 539,042 | $51.6M | 1.2% | $65.23 | +45.26% | 15 qtrssince 2019-Q1 | Increased 75 |
JPMORGAN CHASE & CO | 489,432 | $51.1M | 1.2% | $91.57 | +3.58% | 15 qtrssince 2019-Q1 | Increased 50 |
GOLDMAN SACHS GROUP INC | 167,627 | $49.1M | 1.1% | $216.41 | +22.97% | 15 qtrssince 2019-Q1 | Increased 53 |
MCDONALD'S CORP | 206,271 | $47.6M | 1.1% | $180.50 | +16.31% | 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 Score: 3/5.0.
Active quarter - 17 new positions, 15 exits, 657 increased. Top move: TSLA (INCREASED, conviction 75). Portfolio: $4.4B across 762 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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