SMDAM

Sumitomo Mitsui DS Asset Management Portfolio holdings

AUM $11.1B
1-Year Est. Return 23.31%
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.55B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1 +$166M
2 +$117M
3 +$63.5M
4
AAPL icon
Apple
AAPL
+$56.9M
5
GE icon
GE Aerospace
GE
+$54.6M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 25.9%
2 Financials 10.72%
3 Technology 9.39%
4 Healthcare 8.94%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$809K 0.02%
+7,493
552
$807K 0.02%
+5,325
553
$807K 0.02%
+24,148
554
$803K 0.02%
+13,359
555
$802K 0.02%
+11,106
556
$802K 0.02%
+14,465
557
$800K 0.02%
+46,197
558
$793K 0.02%
+23,263
559
$787K 0.02%
+42,693
560
$784K 0.02%
+11,753
561
$783K 0.02%
+43,800
562
$783K 0.02%
+7,822
563
$782K 0.02%
+11,941
564
$782K 0.02%
+19,110
565
$779K 0.02%
+9,598
566
$779K 0.02%
+33,736
567
$778K 0.02%
+33,334
568
$778K 0.02%
+34,600
569
$778K 0.02%
+22,346
570
$777K 0.02%
+10,437
571
$776K 0.02%
+2,027
572
$772K 0.02%
+18,387
573
$767K 0.02%
+91,140
574
$763K 0.02%
+33,804
575
$762K 0.02%
+18,658