Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2024
Top Holdings775 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $493.9M | 5.3% | $208.06 | +103.80% | 23 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 1.9M | $449.6M | 4.8% | $126.43 | +82.76% | 23 qtrssince 2019-Q1 | Increased 60 |
NVIDIA CORP | 3.3M | $402.5M | 4.3% | $113.49 | +6.94% | 23 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 1.3M | $242.9M | 2.6% | $130.81 | +43.70% | 23 qtrssince 2019-Q1 | Increased 55 |
UNITEDHEALTH GROUP INC | 329,532 | $192.7M | 2.1% | $341.73 | +65.54% | 23 qtrssince 2019-Q1 | Increased 53 |
META PLATFORMS INC-CLASS A | 289,283 | $165.6M | 1.8% | $227.85 | +148.02% | 23 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 388,837 | $157.6M | 1.7% | $226.21 | +71.42% | 23 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 676,102 | $142.6M | 1.5% | $109.43 | +86.38% | 23 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 854,736 | $141.8M | 1.5% | $106.88 | +52.61% | 23 qtrssince 2019-Q1 | Increased 50 |
GOLDMAN SACHS GROUP INC | 256,209 | $126.9M | 1.4% | $267.99 | +81.40% | 23 qtrssince 2019-Q1 | Increased 49 |
VISA INC-CLASS A SHARES | 441,939 | $121.5M | 1.3% | $186.66 | +45.11% | 23 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 658,347 | $110.1M | 1.2% | $104.78 | +56.95% | 23 qtrssince 2019-Q1 | Increased 49 |
CATERPILLAR INC | 277,926 | $108.7M | 1.2% | $186.05 | +105.10% | 23 qtrssince 2019-Q1 | Increased 49 |
ELI LILLY & CO | 121,496 | $107.6M | 1.2% | $262.97 | +232.24% | 23 qtrssince 2019-Q1 | Increased 48 |
ISHARES INC MSCI WORLD ETF | 682,092 | $107M | 1.2% | $104.74 | +46.19% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD GROWTH ETF | 269,713 | $103.6M | 1.1% | $34.93 | +81.71% | 9 qtrssince 2022-Q3 | Unchanged 0 |
MCDONALDS CORP | 333,270 | $101.5M | 1.1% | $214.49 | +37.53% | 23 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 584,521 | $100.8M | 1.1% | $159.04 | +7.33% | 23 qtrssince 2019-Q1 | Increased 76 |
VANGUARD VALUE ETF | 572,350 | $99.9M | 1.1% | $117.05 | +44.61% | 9 qtrssince 2022-Q3 | Unchanged 0 |
AMGEN INC | 282,927 | $91.2M | 1.0% | $216.66 | +42.11% | 23 qtrssince 2019-Q1 | Increased 44 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $9.3B across 775 positions as of Q3 2024. Top holdings: MSFT (5.3%), AAPL (4.8%), NVDA (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 15 new positions, 17 exits, 545 increased. Top move: AVGO (INCREASED, conviction 76). Portfolio: $9.3B across 775 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