SMDAM

Sumitomo Mitsui DS Asset Management Portfolio holdings

AUM $12.3B
1-Year Est. Return 25.1%
This Quarter Est. Return
1 Year Est. Return
+25.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.79B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$45.9M
3
+$37.4M
4
AVGO icon
Broadcom
AVGO
+$13.8M
5
AMZN icon
Amazon
AMZN
+$13.6M

Top Sells

1
+$14M
2
+$13.1M
3
+$10.2M
4
IAU icon
iShares Gold Trust
IAU
+$8.77M
5
DOW icon
Dow Inc
DOW
+$8.76M

Sector Composition

1 Technology 27.9%
2 Financials 13.34%
3 Consumer Discretionary 10.34%
4 Healthcare 9.58%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.09M 0.02%
+10,281
477
$2.08M 0.02%
11,252
478
$2.08M 0.02%
34,370
-11,044
479
$2.05M 0.02%
15,370
480
$2.05M 0.02%
73,490
+19,331
481
$2.04M 0.02%
4,498
+7
482
$2.04M 0.02%
53,869
+5,826
483
$2.04M 0.02%
54,633
+36
484
$2.03M 0.02%
20,447
-429
485
$2.01M 0.02%
46,019
+998
486
$2.01M 0.02%
26,505
+353
487
$2M 0.02%
16,635
-421
488
$1.99M 0.02%
54,268
+10,082
489
$1.99M 0.02%
34,009
+787
490
$1.99M 0.02%
11,266
+211
491
$1.98M 0.02%
939
-51
492
$1.98M 0.02%
10,622
-75
493
$1.97M 0.02%
45,902
+3,941
494
$1.96M 0.02%
12,187
+760
495
$1.95M 0.02%
19,365
+380
496
$1.94M 0.02%
35,136
+650
497
$1.93M 0.02%
20,175
+375
498
$1.92M 0.02%
15,534
+982
499
$1.91M 0.02%
22,499
+439
500
$1.91M 0.02%
7,577
+173
18 19
20
21 22