Resona Asset Management Co.,Ltd.
Institutional investor · Portfolio as of Q3 2024
Top Holdings821 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 4.5M | $1B | 6.0% | $169.63 | +36.22% | 3 qtrssince 2024-Q1 | Decreased 0 |
NVIDIA CORP | 8.3M | $1B | 5.9% | $119.98 | +1.15% | 3 qtrssince 2024-Q1 | Decreased 0 |
MICROSOFT CORP | 2.3M | $980.6M | 5.7% | $415.31 | +2.10% | 3 qtrssince 2024-Q1 | Decreased 0 |
AMAZON.COM INC | 3.1M | $576.9M | 3.3% | $180.38 | +4.21% | 3 qtrssince 2024-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 683,519 | $390.8M | 2.3% | $482.72 | +17.07% | 3 qtrssince 2024-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.9M | $312.5M | 1.8% | $149.80 | +8.89% | 3 qtrssince 2024-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.6M | $270.9M | 1.6% | $151.13 | +8.82% | 3 qtrssince 2024-Q1 | Decreased 0 |
TESLA INC | 928,679 | $242.8M | 1.4% | $175.79 | +48.17% | 3 qtrssince 2024-Q1 | Decreased 0 |
BROADCOM INC | 1.4M | $238M | 1.4% | $165.81 | +2.45% | 3 qtrssince 2024-Q1 | Increased 78 |
ELI LILLY & CO | 262,248 | $232.1M | 1.3% | $764.84 | +14.23% | 3 qtrssince 2024-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 418,499 | $192.5M | 1.1% | $420.52 | +8.79% | 3 qtrssince 2024-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 909,221 | $191.7M | 1.1% | $191.89 | +6.29% | 3 qtrssince 2024-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 680,801 | $187.2M | 1.1% | $273.88 | -1.10% | 3 qtrssince 2024-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 296,729 | $173.4M | 1.0% | $477.24 | +18.54% | 3 qtrssince 2024-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.4M | $164.3M | 1.0% | $108.70 | +1.27% | 3 qtrssince 2024-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 178,048 | $157.8M | 0.9% | $722.47 | +21.37% | 3 qtrssince 2024-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 822,056 | $142.4M | 0.8% | $151.83 | +8.08% | 3 qtrssince 2024-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 846,439 | $137.1M | 0.8% | $149.91 | +3.64% | 3 qtrssince 2024-Q1 | Decreased 0 |
MASTERCARD INC - A | 271,209 | $133.9M | 0.8% | $476.10 | +2.80% | 3 qtrssince 2024-Q1 | Decreased 0 |
HOME DEPOT INC | 314,230 | $127.1M | 0.7% | $367.51 | +5.51% | 3 qtrssince 2024-Q1 | Decreased 0 |
Resona Asset Management Co.,Ltd. manages $17.3B across 821 positions as of Q3 2024. Top holdings: AAPL (6.0%), NVDA (5.9%), MSFT (5.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 14 new positions, 20 exits, 164 increased. Top move: AVGO (INCREASED, conviction 78). Portfolio: $17.3B across 821 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