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
$2.93B
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$26.8M
3 +$20M
4
ESS icon
Essex Property Trust
ESS
+$14.2M
5
PYPL icon
PayPal
PYPL
+$11M

Top Sells

1 +$25.8M
2 +$15.9M
3 +$15M
4
WELL icon
Welltower
WELL
+$13.8M
5
LPT
Liberty Property Trust
LPT
+$13.4M

Sector Composition

1 Real Estate 18.18%
2 Financials 14.59%
3 Healthcare 12.25%
4 Technology 11.67%
5 Consumer Staples 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-138,546
727
-13,271
728
-8,161
729
-6,885
730
-7,174
731
-10,248
732
-12,514
733
-12,234