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
526
$1.69M 0.02%
28,587
+841
527
$1.68M 0.02%
15,765
-314
528
$1.68M 0.02%
49,556
+3,950
529
$1.67M 0.02%
4,605
+133
530
$1.67M 0.02%
15,433
531
$1.66M 0.02%
42,845
+3,146
532
$1.65M 0.02%
27,298
+1,653
533
$1.63M 0.02%
3,873
+103
534
$1.62M 0.02%
7,746
+219
535
$1.61M 0.02%
23,380
-199
536
$1.61M 0.02%
129,188
+4,004
537
$1.58M 0.02%
50,608
+17,713
538
$1.58M 0.02%
20,533
+1,864
539
$1.58M 0.02%
38,598
+3,173
540
$1.56M 0.02%
9,969
-650
541
$1.56M 0.02%
20,604
+26
542
$1.55M 0.02%
4,393
-21
543
$1.54M 0.02%
+25,236
544
$1.54M 0.02%
20,501
+474
545
$1.54M 0.02%
33,118
+792
546
$1.53M 0.02%
17,307
+671
547
$1.53M 0.02%
11,218
548
$1.52M 0.02%
32,301
549
$1.52M 0.02%
7,271
+192
550
$1.51M 0.02%
3,196
20 21
22
23 24