Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q4 2020
Top Holdings732 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.2M | $153.9M | 4.4% | $92.85 | +38.74% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 651,312 | $144.9M | 4.1% | $115.91 | +83.52% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 29,250 | $95.3M | 2.7% | $91.89 | +78.79% | 8 qtrssince 2019-Q1 | Increased 52 |
ISHARES INC MSCI WORLD ETF | 690,406 | $77.6M | 2.2% | $86.06 | +20.44% | 8 qtrssince 2019-Q1 | Increased 61 |
VANGUARD EMERG MKTS GOV BND | 864,136 | $71.1M | 2.0% | $54.97 | +10.57% | 8 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 172,930 | $60.6M | 1.7% | $223.94 | +42.00% | 8 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 223,686 | $59.4M | 1.7% | $171.15 | +37.21% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 526,275 | $57.3M | 1.6% | $71.65 | +8.55% | 7 qtrssince 2019-Q2 | Decreased 0 |
JOHNSON & JOHNSON | 335,482 | $52.8M | 1.5% | $115.29 | +17.43% | 8 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 191,047 | $52.2M | 1.5% | $175.17 | +54.13% | 8 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 376,783 | $47.9M | 1.4% | $85.71 | +27.89% | 8 qtrssince 2019-Q1 | Increased 47 |
VISA INC-CLASS A SHARES | 210,644 | $46.1M | 1.3% | $151.58 | +38.33% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 23,916 | $41.9M | 1.2% | $58.81 | +46.50% | 8 qtrssince 2019-Q1 | Increased 46 |
WALT DISNEY CO/THE | 227,372 | $41.2M | 1.2% | $107.02 | +65.39% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 20,723 | $36.3M | 1.0% | $58.48 | +47.62% | 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% | $128.45 | +80.30% | 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 |
MCDONALDS CORP | 136,333 | $29.3M | 0.8% | $164.69 | +14.60% | 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 Rating: 3/5.0.
Active quarter - 40 new positions, 24 exits, 272 increased. Top move: URTH (INCREASED, conviction 61). Portfolio: $3.5B across 732 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