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
551
$1.51M 0.02%
8,634
+136
552
$1.51M 0.02%
21,419
-4,730
553
$1.49M 0.02%
13,992
+3,374
554
$1.47M 0.02%
13,148
+305
555
$1.47M 0.02%
39,428
+6,059
556
$1.46M 0.01%
19,026
+449
557
$1.45M 0.01%
34,863
+657
558
$1.45M 0.01%
17,684
+380
559
$1.45M 0.01%
19,900
+6,314
560
$1.44M 0.01%
138,996
+7,860
561
$1.44M 0.01%
25,585
562
$1.44M 0.01%
82,170
+3,718
563
$1.44M 0.01%
51,731
+1,219
564
$1.43M 0.01%
29,435
-66
565
$1.42M 0.01%
6,085
+136
566
$1.41M 0.01%
38,632
+301
567
$1.4M 0.01%
5,187
568
$1.39M 0.01%
7,731
-6,920
569
$1.39M 0.01%
16,412
+327
570
$1.38M 0.01%
8,115
+231
571
$1.37M 0.01%
4,123
572
$1.36M 0.01%
20,763
573
$1.36M 0.01%
8,008
+34
574
$1.36M 0.01%
6,490
+150
575
$1.34M 0.01%
31,906
21 22
23
24 25