Resona Asset Management Co.,Ltd.
Institutional investor · Portfolio as of Q4 2024
Top Holdings821 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 4.4M | $1.1B | 6.6% | $169.63 | +46.56% | 4 qtrssince 2024-Q1 | Decreased 0 |
NVIDIA CORP | 7.9M | $1.1B | 6.3% | $119.98 | +14.56% | 4 qtrssince 2024-Q1 | Decreased 0 |
MICROSOFT CORP | 2.2M | $919.3M | 5.4% | $415.31 | +1.54% | 4 qtrssince 2024-Q1 | Decreased 0 |
AMAZON.COM INC | 3M | $649.6M | 3.8% | $180.38 | +22.69% | 4 qtrssince 2024-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 647,406 | $380.3M | 2.3% | $482.72 | +22.10% | 4 qtrssince 2024-Q1 | Decreased 0 |
TESLA INC | 877,703 | $358.2M | 2.1% | $175.79 | +137.45% | 4 qtrssince 2024-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.8M | $340.6M | 2.0% | $149.80 | +27.16% | 4 qtrssince 2024-Q1 | Decreased 0 |
BROADCOM INC | 1.3M | $306.5M | 1.8% | $166.60 | +40.14% | 4 qtrssince 2024-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.5M | $293.5M | 1.7% | $151.13 | +27.00% | 4 qtrssince 2024-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 675,837 | $213.9M | 1.3% | $273.88 | +13.90% | 4 qtrssince 2024-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 854,807 | $205.1M | 1.2% | $191.89 | +21.59% | 4 qtrssince 2024-Q1 | Decreased 0 |
ELI LILLY & CO | 248,756 | $192.4M | 1.1% | $764.84 | -0.29% | 4 qtrssince 2024-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 399,632 | $181.3M | 1.1% | $420.52 | +7.52% | 4 qtrssince 2024-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 167,919 | $154.4M | 0.9% | $722.47 | +25.61% | 4 qtrssince 2024-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.4M | $145.3M | 0.9% | $108.70 | -6.77% | 4 qtrssince 2024-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 284,181 | $143.9M | 0.9% | $477.24 | +3.85% | 4 qtrssince 2024-Q1 | Decreased 0 |
MASTERCARD INC - A | 257,291 | $135.7M | 0.8% | $476.10 | +9.59% | 4 qtrssince 2024-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 787,839 | $132.3M | 0.8% | $151.83 | +5.24% | 4 qtrssince 2024-Q1 | Decreased 0 |
WALMART INC | 1.4M | $130M | 0.8% | $59.09 | +51.82% | 4 qtrssince 2024-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 811,447 | $117.4M | 0.7% | $149.91 | -7.22% | 4 qtrssince 2024-Q1 | Decreased 0 |
Resona Asset Management Co.,Ltd. manages $16.9B across 821 positions as of Q4 2024. Top holdings: AAPL (6.6%), NVDA (6.3%), MSFT (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 19 new positions, 19 exits, 211 increased. No standout high-conviction moves this quarter. Portfolio: $16.9B 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