Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q4 2024
Top Holdings778 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.1M | $520.6M | 5.3% | $135.21 | +83.87% | 24 qtrssince 2019-Q1 | Increased 66 |
MICROSOFT CORP | 1.2M | $492.8M | 5.0% | $211.95 | +98.97% | 24 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORP | 3.7M | $491.1M | 5.0% | $115.73 | +18.77% | 24 qtrssince 2019-Q1 | Increased 67 |
AMAZON.COM INC | 1.4M | $299.6M | 3.1% | $134.92 | +64.02% | 24 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 305,629 | $178.9M | 1.8% | $247.19 | +138.44% | 24 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL A | 892,887 | $169M | 1.7% | $110.46 | +72.46% | 24 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 327,068 | $165.5M | 1.7% | $341.73 | +45.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 664,775 | $159.4M | 1.6% | $109.43 | +113.20% | 24 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 644,200 | $149.4M | 1.5% | $165.93 | +40.70% | 24 qtrssince 2019-Q1 | Increased 53 |
HOME DEPOT INC | 381,966 | $148.6M | 1.5% | $226.21 | +67.97% | 24 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 252,339 | $144.5M | 1.5% | $267.99 | +109.74% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 455,188 | $143.9M | 1.5% | $190.31 | +63.91% | 24 qtrssince 2019-Q1 | Increased 49 |
TESLA INC | 347,585 | $140.4M | 1.4% | $243.14 | +71.67% | 24 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 688,178 | $131.1M | 1.3% | $108.56 | +76.81% | 24 qtrssince 2019-Q1 | Increased 50 |
SALESFORCE.COM INC | 330,528 | $110.5M | 1.1% | $208.23 | +60.19% | 24 qtrssince 2019-Q1 | Decreased 0 |
CATERPILLAR INC | 273,667 | $99.3M | 1.0% | $186.05 | +90.92% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD GROWTH ETF | 235,713 | $96.7M | 1.0% | $34.93 | +94.50% | 10 qtrssince 2022-Q3 | Decreased 0 |
VANGUARD VALUE ETF | 567,850 | $96.1M | 1.0% | $117.05 | +41.26% | 10 qtrssince 2022-Q3 | Decreased 0 |
ISHARES INC MSCI WORLD ETF | 616,617 | $95.9M | 1.0% | $104.74 | +46.73% | 24 qtrssince 2019-Q1 | Decreased 0 |
MCDONALDS CORP | 326,926 | $94.8M | 1.0% | $214.49 | +31.94% | 24 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $9.8B across 778 positions as of Q4 2024. Top holdings: AAPL (5.3%), MSFT (5.0%), NVDA (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 17 new positions, 14 exits, 564 increased. Top move: NVDA (INCREASED, conviction 67). Portfolio: $9.8B across 778 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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