Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q4 2019
Top Holdings723 positions
MICROSOFT CORP | 631,138 | $99.5M | 3.4% | $111.76 | +33.14% | 4 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 332,391 | $97.6M | 3.3% | $45.87 | +54.05% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD CHARLOTTE FDS | 1.5M | $87M | 2.9% | $45.10 | +1.71% | 4 qtrssince 2019-Q1 | Increased 60 |
VANGUARD WHITEHALL FDS | 725,439 | $59.1M | 2.0% | $53.63 | +6.19% | 4 qtrssince 2019-Q1 | Increased 56 |
AMAZON COM INC | 28,706 | $53M | 1.8% | $88.89 | +3.94% | 4 qtrssince 2019-Q1 | Increased 46 |
VANGUARD BD INDEX FDS | 611,870 | $51.3M | 1.7% | $66.29 | +3.62% | 4 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO. | 338,912 | $47.2M | 1.6% | $85.16 | +36.78% | 4 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 305,396 | $44.5M | 1.5% | $113.37 | +6.95% | 4 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 396,716 | $43.5M | 1.5% | $70.86 | +3.42% | 3 qtrssince 2019-Q2 | Increased 50 |
HOME DEPOT INC | 189,090 | $41.3M | 1.4% | $164.59 | +12.32% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 138,196 | $40.6M | 1.4% | $215.15 | +21.50% | 4 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 177,434 | $36.4M | 1.2% | $169.36 | +20.04% | 4 qtrssince 2019-Q1 | Increased 50 |
VISA INC | 188,177 | $35.4M | 1.2% | $149.45 | +19.79% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP NEW | 284,520 | $34.3M | 1.2% | $89.97 | +0.58% | 4 qtrssince 2019-Q1 | Increased 50 |
ISHARES INC | 335,288 | $33.1M | 1.1% | $83.92 | +6.08% | 4 qtrssince 2019-Q1 | Increased 73 |
ALIBABA GROUP HLDG LTD | 152,003 | $32.2M | 1.1% | $173.27 | +16.70% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 23,809 | $31.9M | 1.1% | $58.47 | +13.46% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 651,857 | $29.2M | 1.0% | $39.20 | +70.41% | 1 qtr | New 56 |
ALPHABET INC | 21,359 | $28.6M | 1.0% | $58.33 | +13.54% | 4 qtrssince 2019-Q1 | Decreased 0 |
PROCTER AND GAMBLE CO | 222,062 | $27.7M | 0.9% | $88.00 | +19.56% | 4 qtrssince 2019-Q1 | Increased 41 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $3B across 723 positions as of Q4 2019. Top holdings: MSFT (3.4%), AAPL (3.3%), BNDX (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 33 new positions, 22 exits, 225 increased. Top move: URTH (INCREASED, conviction 73). Portfolio: $3.0B across 723 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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