Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2023
Top Holdings778 positions
MICROSOFT | 1M | $321.2M | 5.0% | $179.78 | +71.61% | 19 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 1.8M | $308.7M | 4.8% | $91.13 | +85.36% | 19 qtrssince 2019-Q1 | Increased 59 |
UNITEDHEALTH GROUP INC | 317,766 | $160.2M | 2.5% | $325.27 | +45.57% | 19 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 323,399 | $140.7M | 2.2% | $14.04 | +208.84% | 19 qtrssince 2019-Q1 | Increased 52 |
AMAZON COM INC | 940,258 | $119.5M | 1.9% | $104.05 | +22.18% | 19 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 369,048 | $111.5M | 1.7% | $210.23 | +33.07% | 19 qtrssince 2019-Q1 | Increased 49 |
ISHARES INC | 858,047 | $103.1M | 1.6% | $104.37 | +10.02% | 19 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC | 762,477 | $99.8M | 1.5% | $79.76 | +62.53% | 19 qtrssince 2019-Q1 | Increased 49 |
VISA INC COM | 424,407 | $97.6M | 1.5% | $181.61 | +23.79% | 19 qtrssince 2019-Q1 | Increased 49 |
JP MORGAN CHASE & CO | 613,015 | $88.9M | 1.4% | $99.58 | +36.33% | 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% | $207.22 | +18.26% | 19 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 298,613 | $81.3M | 1.3% | $34.90 | +28.15% | 5 qtrssince 2022-Q3 | Decreased 0 |
ALPHABET INC | 615,732 | $81.2M | 1.3% | $76.71 | +70.26% | 19 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 580,850 | $80.1M | 1.2% | $114.20 | +12.92% | 5 qtrssince 2022-Q3 | Unchanged 0 |
FACEBOOK INC | 262,749 | $78.9M | 1.2% | $200.81 | +48.08% | 19 qtrssince 2019-Q1 | Increased 49 |
GOLDMAN SACHS GROUP INC | 226,271 | $73.2M | 1.1% | $239.44 | +26.40% | 19 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INTL EQUITY INDEX F | 1.3M | $73M | 1.1% | $41.19 | +28.16% | 5 qtrssince 2022-Q3 | Increased 49 |
TESLA INC | 285,867 | $71.5M | 1.1% | $148.77 | +68.19% | 19 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 445,051 | $69.3M | 1.1% | $126.93 | +12.68% | 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 Score: 3/5.0.
Active quarter - 19 new positions, 19 exits, 498 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $6.4B across 778 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
Verify source filings on SEC EDGAR