SMDAM

Sumitomo Mitsui DS Asset Management Portfolio holdings

AUM $12.3B
1-Year Est. Return 25.1%
This Quarter Est. Return
1 Year Est. Return
+25.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.79B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$45.9M
3
+$37.4M
4
AVGO icon
Broadcom
AVGO
+$13.8M
5
AMZN icon
Amazon
AMZN
+$13.6M

Top Sells

1
+$14M
2
+$13.1M
3
+$10.2M
4
IAU icon
iShares Gold Trust
IAU
+$8.77M
5
DOW icon
Dow Inc
DOW
+$8.76M

Sector Composition

1 Technology 27.9%
2 Financials 13.34%
3 Consumer Discretionary 10.34%
4 Healthcare 9.58%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.45M 0.1%
156,738
+11,726
177
$9.32M 0.1%
16,356
+873
178
$9.27M 0.09%
30,847
+2,260
179
$9.25M 0.09%
116,955
+7,695
180
$9.14M 0.09%
24,768
+13,655
181
$9.1M 0.09%
32,640
+301
182
$9.02M 0.09%
63,114
+27,890
183
$9.01M 0.09%
35,529
+246
184
$8.86M 0.09%
18,718
+1,164
185
$8.61M 0.09%
266,864
+16,182
186
$8.39M 0.09%
193,301
+11,702
187
$8.32M 0.09%
33,663
-2
188
$8.31M 0.08%
20,100
-4,108
189
$8.23M 0.08%
46,174
+2,006
190
$8.19M 0.08%
299,043
+8,282
191
$8.19M 0.08%
24,275
+21
192
$8.18M 0.08%
28,620
-6,762
193
$8.15M 0.08%
65,749
+5,157
194
$8.1M 0.08%
112,932
+6,651
195
$8.1M 0.08%
27,929
+1,962
196
$8.1M 0.08%
59,917
+3,607
197
$8.1M 0.08%
28,783
+1,747
198
$8.08M 0.08%
52,329
-3,187
199
$7.97M 0.08%
35,110
+2,065
200
$7.96M 0.08%
28,055
+5,333
6 7
8
9 10