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
726
$248K 0.01%
+12,658
727
$246K 0.01%
+12,242
728
$246K 0.01%
+18,886
729
$239K 0.01%
+7,794
730
$237K 0.01%
+9,100
731
$231K 0.01%
+13,832
732
$220K 0.01%
+1,787
733
$213K 0.01%
+6,712
734
$212K 0.01%
+6,000
735
$200K 0.01%
+4,503
736
$194K 0.01%
+20,600
737
$187K 0.01%
+5,474
738
$179K 0.01%
+18,236
739
$173K ﹤0.01%
+13,200
740
$154K ﹤0.01%
+18,300
741
$138K ﹤0.01%
+13,512
742
$136K ﹤0.01%
+11,332
743
$113K ﹤0.01%
+5,050