SMDAM

Sumitomo Mitsui DS Asset Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 25.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.51B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$79.5M
2
+$58.1M
3
+$53.2M
4
AMAT icon
Applied Materials
AMAT
+$42.4M
5
AVGO icon
Broadcom
AVGO
+$42.3M

Top Sells

1
+$99M
2
+$76.5M
3
+$51.6M
4
TSLA icon
Tesla
TSLA
+$47.3M
5
ATHN
Athenahealth, Inc.
ATHN
+$41.5M

Sector Composition

1 Technology 35.02%
2 Communication Services 13.16%
3 Consumer Discretionary 12.4%
4 Financials 9.85%
5 Real Estate 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$471K 0.01%
6,759
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702
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43,888
703
$458K 0.01%
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704
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705
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707
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9,289
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708
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709
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710
$448K 0.01%
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711
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712
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713
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714
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715
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716
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6,327
717
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719
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13,650
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8,189
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$407K 0.01%
26,314
723
$404K 0.01%
10,001
724
$400K 0.01%
3,836
725
$400K 0.01%
7,673
27 28
29
30 31