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
801
-4,748
802
-9,414
803
-69,052