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
201
$7.91M 0.08%
16,847
+245
202
$7.9M 0.08%
27,287
-7,449
203
$7.86M 0.08%
77,217
+21,939
204
$7.81M 0.08%
33,851
-1,724
205
$7.8M 0.08%
146,395
+1,336
206
$7.79M 0.08%
110,313
-139
207
$7.73M 0.08%
46,832
+11,492
208
$7.72M 0.08%
74,173
+4,682
209
$7.68M 0.08%
4,519
+379
210
$7.62M 0.08%
172,548
+71,488
211
$7.54M 0.08%
128,011
+7,449
212
$7.28M 0.07%
24,267
+1,538
213
$7.21M 0.07%
82,223
+4,225
214
$7.17M 0.07%
13,795
+635
215
$7.15M 0.07%
27,143
+1,789
216
$7.09M 0.07%
178,068
-11,655
217
$7.07M 0.07%
37,805
-8
218
$7.06M 0.07%
157,349
-11,958
219
$7.05M 0.07%
23,859
+421
220
$7.03M 0.07%
98,252
+4,754
221
$6.96M 0.07%
129,238
+1,775
222
$6.94M 0.07%
181,044
+11,801
223
$6.87M 0.07%
35,611
+803
224
$6.79M 0.07%
57,321
+793
225
$6.74M 0.07%
+15,067
7 8
9
10 11