SMDAM

Sumitomo Mitsui DS Asset Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 25.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.47B
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$14.1M
3 +$9.05M
4
AMZN icon
Amazon
AMZN
+$8.54M
5
XOM icon
Exxon Mobil
XOM
+$7.18M

Top Sells

1 +$7.12M
2 +$5.68M
3 +$5.15M
4
URTH icon
iShares MSCI World ETF
URTH
+$4.57M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$4.28M

Sector Composition

1 Technology 27.56%
2 Financials 12.22%
3 Healthcare 11.2%
4 Consumer Discretionary 9.51%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$72.8K ﹤0.01%
23,884
777
$23.1K ﹤0.01%
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