Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q3 2019
Top Holdings1,069 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 19M | $4.3B | 3.7% | $45.22 | +18.81% | 3 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 29.2M | $4.1B | 3.5% | $111.15 | +17.26% | 3 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 1.7M | $3B | 2.6% | $89.02 | -3.09% | 3 qtrssince 2019-Q1 | Increased 55 |
META PLATFORMS INC-CLASS A | 9.6M | $1.7B | 1.5% | $165.82 | +6.06% | 3 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC-CL C | 1.2M | $1.5B | 1.3% | $58.23 | +4.41% | 3 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 12.7M | $1.5B | 1.3% | $83.64 | +17.80% | 3 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL A | 1.2M | $1.5B | 1.3% | $58.46 | +4.08% | 3 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 10.7M | $1.4B | 1.2% | $115.59 | -6.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 10.1M | $1.3B | 1.1% | $85.93 | +21.16% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES | 88.8M | $1.3B | 1.1% | — | — | — | — |
VISA INC-CLASS A SHARES | 7.2M | $1.2B | 1.1% | $148.34 | +10.30% | 3 qtrssince 2019-Q1 | Increased 51 |
EXXON MOBIL CORP | 16.9M | $1.2B | 1.0% | $58.62 | -9.42% | 3 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 28.6M | $1.1B | 0.9% | $14.45 | +24.29% | 3 qtrssince 2019-Q1 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 5.1M | $1.1B | 0.9% | $200.89 | +3.27% | 3 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 4.5M | $1B | 0.9% | $162.77 | +21.37% | 3 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 16.9M | $1B | 0.9% | $40.01 | +4.09% | 3 qtrssince 2019-Q1 | Increased 45 |
BANK OF AMERICA CORP | 34.2M | $997M | 0.9% | $23.15 | +7.00% | 3 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 3.6M | $986.6M | 0.9% | $227.16 | +14.24% | 3 qtrssince 2019-Q1 | Increased 46 |
INTEL CORP | 18.7M | $962.7M | 0.8% | $46.49 | -4.18% | 3 qtrssince 2019-Q1 | Increased 45 |
ALIBABA GROUP HOLDING-SP ADR | 5.7M | $958.8M | 0.8% | $170.11 | -7.49% | 3 qtrssince 2019-Q1 | Increased 46 |
Sumitomo Mitsui Trust Group, Inc. manages $115.1B across 1069 positions as of Q3 2019. Top holdings: AAPL (3.7%), MSFT (3.5%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 95 new positions, 33 exits, 586 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $115.1B across 1069 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