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
$9.29B
AUM Growth
+$816M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.6M
3
+$13.8M
4
REET icon
iShares Global REIT ETF
REET
+$10.8M
5
AMZN icon
Amazon
AMZN
+$10.1M

Top Sells

1
+$14.2M
2
+$8.95M
3
+$8.86M
4
URTH icon
iShares MSCI World ETF
URTH
+$6.63M
5
LPLA icon
LPL Financial
LPLA
+$4.44M

Sector Composition

1 Technology 26.52%
2 Financials 12.61%
3 Healthcare 11.25%
4 Consumer Discretionary 9.73%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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790
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