Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2023
Top Holdings778 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1M | $321.2M | 5.0% | $180.40 | +72.10% | 19 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 1.8M | $308.7M | 4.8% | $119.45 | +41.41% | 19 qtrssince 2019-Q1 | Increased 59 |
UNITEDHEALTH GROUP INC | 317,766 | $160.2M | 2.5% | $332.38 | +45.27% | 19 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 323,399 | $140.7M | 2.2% | $21.10 | +106.06% | 19 qtrssince 2019-Q1 | Increased 52 |
AMAZON.COM INC | 940,258 | $119.5M | 1.9% | $111.08 | +14.44% | 19 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 369,048 | $111.5M | 1.7% | $215.28 | +32.78% | 19 qtrssince 2019-Q1 | Increased 49 |
ISHARES INC MSCI WORLD ETF | 858,047 | $103.1M | 1.6% | $104.74 | +10.36% | 19 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 762,477 | $99.8M | 1.5% | $100.75 | +28.91% | 19 qtrssince 2019-Q1 | Increased 49 |
VISA INC-CLASS A SHARES | 424,407 | $97.6M | 1.5% | $181.61 | +23.79% | 19 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 613,015 | $88.9M | 1.4% | $100.72 | +36.09% | 19 qtrssince 2019-Q1 | Increased 49 |
CHEVRON CORP | 517,685 | $87.3M | 1.4% | $98.03 | +53.05% | 19 qtrssince 2019-Q1 | Increased 48 |
MCDONALDS CORP | 318,527 | $83.9M | 1.3% | $211.32 | +18.23% | 19 qtrssince 2019-Q1 | Increased 49 |
VANGUARD GROWTH ETF | 298,613 | $81.3M | 1.3% | $34.93 | +28.15% | 5 qtrssince 2022-Q3 | Decreased 0 |
ALPHABET INC-CL C | 615,732 | $81.2M | 1.3% | $100.45 | +30.28% | 19 qtrssince 2019-Q1 | Increased 48 |
VANGUARD VALUE ETF | 580,850 | $80.1M | 1.2% | $117.05 | +11.85% | 5 qtrssince 2022-Q3 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 262,749 | $78.9M | 1.2% | $200.38 | +48.78% | 19 qtrssince 2019-Q1 | Increased 49 |
GOLDMAN SACHS GROUP INC | 226,271 | $73.2M | 1.1% | $243.78 | +25.97% | 19 qtrssince 2019-Q1 | Increased 48 |
VANGUARD EUROPE ETF | 1.3M | $73M | 1.1% | $42.00 | +28.32% | 5 qtrssince 2022-Q3 | Increased 49 |
TESLA INC | 285,867 | $71.5M | 1.1% | $232.78 | +7.49% | 19 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 445,051 | $69.3M | 1.1% | $128.80 | +12.83% | 19 qtrssince 2019-Q1 | Increased 47 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $6.4B across 778 positions as of Q3 2023. Top holdings: MSFT (5.0%), AAPL (4.8%), UNH (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 19 new positions, 19 exits, 498 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $6.4B across 778 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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