Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q4 2020
Top Holdings732 positions
Apple Inc | 1.2M | $153.9M | 4.4% | $47.48 | +171.31% | 8 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 651,312 | $144.9M | 4.1% | $115.25 | +84.02% | 8 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 29,250 | $95.3M | 2.7% | $91.91 | +77.18% | 8 qtrssince 2019-Q1 | Increased 52 |
ISHARES INC | 690,406 | $77.6M | 2.2% | $85.60 | +20.41% | 8 qtrssince 2019-Q1 | Increased 61 |
VANGUARD WHITEHALL FDS | 864,136 | $71.1M | 2.0% | $54.42 | +10.57% | 8 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 172,930 | $60.6M | 1.7% | $219.70 | +44.27% | 8 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc/The | 223,686 | $59.4M | 1.7% | $166.69 | +38.08% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR BBG BARC HIGH YIELD BND | 526,275 | $57.3M | 1.6% | $70.85 | +8.55% | 7 qtrssince 2019-Q2 | Decreased 0 |
Johnson & Johnson | 335,482 | $52.8M | 1.5% | $113.46 | +18.44% | 8 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 191,047 | $52.2M | 1.5% | $174.94 | +54.66% | 8 qtrssince 2019-Q1 | Increased 48 |
JPMorgan Chase & Co | 376,783 | $47.9M | 1.4% | $84.72 | +29.89% | 8 qtrssince 2019-Q1 | Increased 47 |
Visa Inc | 210,644 | $46.1M | 1.3% | $151.58 | +38.33% | 8 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 23,916 | $41.9M | 1.2% | $58.71 | +47.86% | 8 qtrssince 2019-Q1 | Increased 46 |
Walt Disney Co/The | 227,372 | $41.2M | 1.2% | $105.61 | +66.33% | 8 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 20,723 | $36.3M | 1.0% | $58.34 | +48.74% | 8 qtrssince 2019-Q1 | Decreased 0 |
Procter & Gamble Co/The | 246,157 | $34.3M | 1.0% | $89.58 | +34.07% | 8 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 46,169 | $32.6M | 0.9% | $46.10 | +410.20% | 8 qtrssince 2019-Q1 | Increased 45 |
Chevron Corp | 362,019 | $30.6M | 0.9% | $81.91 | -18.20% | 8 qtrssince 2019-Q1 | Decreased 0 |
Texas Instruments Inc | 181,304 | $29.8M | 0.8% | $91.60 | +52.87% | 8 qtrssince 2019-Q1 | Increased 41 |
McDonald's Corp | 136,333 | $29.3M | 0.8% | $161.16 | +16.49% | 8 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $3.5B across 732 positions as of Q4 2020. Top holdings: AAPL (4.4%), MSFT (4.1%), AMZN (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 41 new positions, 25 exits, 272 increased. Top move: URTH (INCREASED, conviction 61). Portfolio: $3.5B across 732 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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