Sumitomo Mitsui Trust Holdings, Inc.
Q4 2023 13F-HR Holdings
Net value change ($000)
+13,450,702
(11.0%)
New positions
38
Sold out positions
47
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q3 2023
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| MSFT | 1,106,482 | 17.9% |
| AAPL | 693,341 | 10.3% |
| AMZN | 568,273 | 18.7% |
| AVGO | 501,724 | 55.8% |
| META | 366,892 | 20.1% |
| COIN | 365,650 | 61.6% |
| XYZ | 346,734 | 76.0% |
| NVDA | 313,039 | 9.9% |
| AMD | 231,407 | 42.9% |
| SHOP | 168,343 | 34.8% |
Top Reduces (Value $000, Stocks/ETFs)
| AIY | -183,805 | -100.0% |
| XOM | -175,996 | -13.9% |
| VMWA | -106,940 | -100.0% |
| CVX | -101,447 | -12.4% |
| KBR | -101,170 | -95.4% |
| Seagen Inc. | -81,399 | -100.0% |
| PFE | -64,969 | -12.6% |
| CSCO | -64,474 | -9.7% |
| Horizon Therapeutics Public Ltd Co | -62,842 | -100.0% |
| IVV | -62,301 | -46.6% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|