Daiwa SB Investments Ltd.

data from 31/03/2019

Capitalization

$ 505.521 M 16.67 %

Average holding period

10 ans

Performance

$ 1.159 B 99 033.81 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Daiwa SB Investments Ltd.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/03/31 EEM ISHARES MSCI EMERGING MARKET 5.91% 29.865 M $ 695830 2018/09/30 0.000 $ 0.00 %
2019/03/31 AGR AVANGRID INC 3.45% 17.449 M $ 346547 2016/12/31 4.879 K $ 0.04 %
2019/03/31 NEE NEXTERA ENERGY INC 3.10% 15.692 M $ 81170 2013/06/30 1.369 M $ 9.57 %
2019/03/31 ZTS ZOETIS INC 2.86% 14.448 M $ 143517 2016/09/30 2.374 M $ 18.71 %
2019/03/31 JNJ JOHNSON & JOHNSON 2.85% 14.393 M $ 102960 2008/12/31 1.046 M $ 7.69 %
2019/03/31 MSFT MICROSOFT CORP 2.81% 14.181 M $ 120240 2012/06/30 2.181 M $ 17.18 %
2019/03/31 XYL XYLEM INC 2.74% 13.869 M $ 175473 2016/09/30 2.436 M $ 20.74 %
2019/03/31 FSLR FIRST SOLAR INC 2.70% 13.649 M $ 258309 2016/09/30 3.038 M $ 27.44 %
2019/03/31 LAUR LAUREATE EDUCATION INC-A 2.63% 13.315 M $ 889441 2017/06/30 -241.177 K $ -1.90 %
2019/03/31 AWK AMERICAN WATER WORKS CO INC 2.53% 12.814 M $ 122900 2015/09/30 1.608 M $ 14.41 %
2019/03/31 BLKB BLACKBAUD INC 2.44% 12.341 M $ 154788 2018/12/31 2.697 M $ 30.32 %
2019/03/31 JCI JOHNSON CONTROLS INTERNATION 2.36% 11.912 M $ 322462 2016/09/30 2.713 M $ 24.52 %
2019/03/31 PEGI PATTERN ENERGY GROUP INC -A 2.34% 11.849 M $ 538573 2016/09/30 1.717 M $ 17.78 %
2019/03/31 BXP BOSTON PROPERTIES INC 2.25% 11.379 M $ 84993 2018/12/31 1.169 M $ 20.35 %
2019/03/31 NUAN NUANCE COMMUNICATIONS INC 2.25% 11.359 M $ 670919 2017/09/30 2.389 M $ 29.40 %
2019/03/31 HD HOME DEPOT INC 2.15% 10.876 M $ 56680 2011/12/31 1.340 M $ 13.86 %
2019/03/31 SQ SQUARE INC - A 2.12% 10.742 M $ 143384 2016/09/30 2.733 M $ 36.07 %
2019/03/31 ITRI ITRON INC 2.08% 10.519 M $ 225477 2016/09/30 64.844 K $ 0.66 %
2019/03/31 JPM JPMORGAN CHASE & CO 2.00% 10.117 M $ 99940 2008/12/31 716.601 K $ 7.19 %
2019/03/31 TXN TEXAS INSTRUMENTS INC 2.00% 10.098 M $ 95200 2018/09/30 1.346 M $ 14.96 %
2019/03/31 CVA COVANTA HOLDING CORP 1.99% 10.048 M $ 580456 2016/09/30 2.486 M $ 30.33 %
2019/03/31 MCD MCDONALD'S CORP 1.92% 9.710 M $ 51130 2015/12/31 560.151 K $ 6.09 %
2019/03/31 COP CONOCOPHILLIPS 1.92% 9.707 M $ 145440 2014/09/30 1.039 M $ 8.56 %
2019/03/31 INSTRUCTURE INC 1.83% 9.251 M $ 196339 2018/12/31 1.736 M $ 25.62 %
2019/03/31 CSCO CISCO SYSTEMS INC 1.73% 8.733 M $ 161750 2013/03/31 1.926 M $ 26.89 %
2019/03/31 BABA ALIBABA GROUP HOLDING-SP ADR 1.69% 8.548 M $ 46850 2014/12/31 2.136 M $ 31.97 %
2019/03/31 RTN RAYTHEON COMPANY 1.66% 8.401 M $ 46140 2016/03/31 1.609 M $ 20.48 %
2019/03/31 ADI ANALOG DEVICES INC 1.63% 8.264 M $ 78500 2015/09/30 1.806 M $ 26.16 %
2019/03/31 TSLA TESLA INC 1.62% 8.174 M $ 29209 2016/09/30 -838.385 K $ -13.12 %
2019/03/31 UNH UNITEDHEALTH GROUP INC 1.61% 8.140 M $ 32920 2016/06/30 -121.934 K $ -1.44 %
2019/03/31 PAGS PAGSEGURO DIGITAL LTD-CL A 1.53% 7.759 M $ 259920 2018/03/31 4.474 M $ 61.83 %
2019/03/31 NTRS NORTHERN TRUST CORP 1.52% 7.703 M $ 85200 2015/09/30 782.913 K $ 10.90 %
2019/03/31 CVX CHEVRON CORP 1.38% 6.951 M $ 56430 2008/12/31 911.344 K $ 14.85 %
2019/03/31 T AT&T INC 1.36% 6.868 M $ 219000 2008/12/31 748.651 K $ 11.98 %
2019/03/31 WTS WATTS WATER TECHNOLOGIES-A 1.10% 5.578 M $ 69016 2016/09/30 1.404 M $ 27.45 %
2019/03/31 INTC INTEL CORP 0.98% 4.948 M $ 92150 2008/12/31 722.601 K $ 16.15 %
2019/03/31 WBA WALGREENS BOOTS ALLIANCE INC 0.96% 4.872 M $ 77000 2015/06/30 -372.679 K $ -7.08 %
2019/03/31 MO ALTRIA GROUP INC 0.92% 4.674 M $ 81380 2014/09/30 678.709 K $ 16.89 %
2019/03/31 WMS ADVANCED DRAINAGE SYSTEMS IN 0.86% 4.323 M $ 167766 2017/03/31 426.700 K $ 8.29 %
2019/03/31 RPD RAPID7 INC 0.76% 3.836 M $ 75805 2018/03/31 2.531 M $ 64.28 %
2019/03/31 SFM SPROUTS FARMERS MARKET INC 0.73% 3.703 M $ 171908 2017/03/31 -518.500 K $ -7.83 %
2019/03/31 CCL CARNIVAL CORP 0.73% 3.700 M $ 72940 2014/03/31 210.796 K $ 5.86 %
2019/03/31 NVTA INVITAE CORP 0.64% 3.240 M $ 138334 2017/09/30 4.005 M $ 113.37 %
2019/03/31 SPY SPDR S&P 500 ETF TRUST 0.59% 2.969 M $ 10512 2013/09/30 296.257 K $ 14.37 %
2019/03/31 AAPL APPLE INC 0.59% 2.961 M $ 15590 2008/12/31 591.256 K $ 21.22 %
2019/03/31 UBIQUITI NETWORKS INC 0.52% 2.619 M $ 17494 2016/09/30 1.836 M $ 50.62 %
2019/03/31 EDU NEW ORIENTAL EDUCATIO-SP ADR 0.47% 2.369 M $ 26300 2016/09/30 903.672 K $ 62.45 %
2019/03/31 AMZN AMAZON.COM INC 0.45% 2.262 M $ 1270 2016/03/31 474.544 K $ 20.79 %
2019/03/31 V VISA INC-CLASS A SHARES 0.42% 2.104 M $ 13470 2015/09/30 361.569 K $ 19.19 %
2019/03/31 NTES NETEASE INC-ADR 0.39% 1.980 M $ 8200 2017/03/31 163.135 K $ 8.78 %
2019/03/31 BIDU BAIDU INC - SPON ADR 0.38% 1.929 M $ 11700 2009/09/30 140.420 K $ 7.44 %
2019/03/31 GOOG ALPHABET INC-CL C 0.33% 1.667 M $ 1421 2015/12/31 270.118 K $ 15.33 %
2019/03/31 META FACEBOOK INC-CLASS A 0.32% 1.600 M $ 9600 2014/12/31 444.926 K $ 28.69 %
2019/03/31 GOOGL ALPHABET INC-CL A 0.30% 1.506 M $ 1280 2015/12/31 203.280 K $ 14.74 %
2019/03/31 ELV ANTHEM INC 0.30% 1.498 M $ 5220 2015/09/30 160.624 K $ 9.79 %
2019/03/31 TMO THERMO FISHER SCIENTIFIC INC 0.29% 1.481 M $ 5410 2016/12/31 336.408 K $ 23.41 %
2019/03/31 JD JD.COM INC-ADR 0.27% 1.369 M $ 45400 2017/06/30 468.982 K $ 49.37 %
2019/03/31 ORLY O'REILLY AUTOMOTIVE INC 0.25% 1.274 M $ 3280 2015/06/30 186.479 K $ 13.71 %
2019/03/31 ACN ACCENTURE PLC-CL A 0.25% 1.266 M $ 7190 2019/03/31 0.000 $ 0.00 %
2019/03/31 PYPL PAYPAL HOLDINGS INC 0.25% 1.246 M $ 12000 2018/06/30 308.809 K $ 25.52 %
2019/03/31 ISRG INTUITIVE SURGICAL INC 0.23% 1.175 M $ 2060 2016/03/31 237.709 K $ 20.18 %
2019/03/31 ROST ROSS STORES INC 0.23% 1.155 M $ 12410 2015/12/31 142.452 K $ 13.29 %
2019/03/31 INTU INTUIT INC 0.23% 1.150 M $ 4400 2015/06/30 363.103 K $ 35.01 %
2019/03/31 HON HONEYWELL INTERNATIONAL INC 0.23% 1.149 M $ 7230 2017/09/30 253.877 K $ 22.21 %
2019/03/31 FISV FISERV INC 0.22% 1.133 M $ 12830 2015/06/30 187.783 K $ 21.53 %
2019/03/31 ULTA ULTA BEAUTY INC 0.22% 1.098 M $ 3150 2018/06/30 444.842 K $ 44.00 %
2019/03/31 COST COSTCO WHOLESALE CORP 0.21% 1.053 M $ 4350 2017/03/31 245.308 K $ 19.88 %
2019/03/31 AMGN AMGEN INC 0.20% 1.035 M $ 5450 2015/03/31 -20.647 K $ -1.49 %
2019/03/31 EQIX EQUINIX INC 0.20% 1.024 M $ 2260 2018/06/30 281.135 K $ 29.44 %
2019/03/31 MAS MASCO CORP 0.20% 1.011 M $ 25730 2016/06/30 235.638 K $ 34.45 %
2019/03/31 IDXX IDEXX LABORATORIES INC 0.20% 991.000 K $ 4430 2018/03/31 208.011 K $ 21.01 %
2019/03/31 ALL ALLSTATE CORP 0.19% 979.000 K $ 10400 2015/06/30 153.631 K $ 15.08 %
2019/03/31 CTAS CINTAS CORP 0.19% 962.000 K $ 4760 2018/06/30 92.500 K $ 22.02 %
2019/03/31 LH LABORATORY CRP OF AMER HL 0.18% 922.000 K $ 6030 2018/06/30 205.311 K $ 22.51 %
2019/03/31 EOG EOG RESOURCES INC 0.18% 920.000 K $ 9670 2016/03/31 126.684 K $ 11.16 %
2019/03/31 UPS UNITED PARCEL SERVICE-CL B 0.18% 903.000 K $ 8080 2017/12/31 163.761 K $ 17.33 %
2019/03/31 SINA SINA CORP 0.17% 865.000 K $ 14600 2017/12/31 123.815 K $ 14.99 %
2019/03/31 SYK STRYKER CORP 0.17% 859.000 K $ 4350 2016/09/30 60.205 K $ 25.09 %
2019/03/31 NKE NIKE INC -CL B 0.17% 856.000 K $ 10170 2014/12/31 135.298 K $ 14.95 %
2019/03/31 BKNG BOOKING HOLDINGS INC 0.17% 855.000 K $ 490 2018/03/31 21.349 K $ 2.14 %
2019/03/31 SPG SIMON PROPERTY GROUP INC 0.16% 814.000 K $ 4470 2015/12/31 79.032 K $ 8.89 %
2019/03/31 SPGI S&P GLOBAL INC 0.16% 785.000 K $ 3730 2016/12/31 192.031 K $ 25.27 %
2019/03/31 STZ CONSTELLATION BRANDS INC-A 0.15% 743.000 K $ 4240 2017/03/31 85.191 K $ 10.43 %
2019/03/31 MMC MARSH & MCLENNAN COS 0.15% 739.000 K $ 7870 2015/09/30 142.317 K $ 18.87 %
2019/03/31 NDAQ NASDAQ INC 0.14% 726.000 K $ 8300 2015/06/30 67.989 K $ 8.38 %
2019/03/31 ROP ROPER TECHNOLOGIES INC 0.14% 725.000 K $ 2120 2015/06/30 154.679 K $ 30.57 %
2019/03/31 EA ELECTRONIC ARTS INC 0.14% 694.000 K $ 6830 2015/12/31 194.594 K $ 30.12 %
2019/03/31 PEP PEPSICO INC 0.13% 676.000 K $ 5520 2014/09/30 76.377 K $ 10.43 %
2019/03/31 DOW DOWDUPONT INC 0.13% 671.000 K $ 12590 2017/09/30 55.907 K $ 6.92 %
2019/03/31 URTH ISHARES MSCI WORLD ETF 0.13% 668.000 K $ 7520 2018/06/30 24.089 K $ 13.84 %
2019/03/31 SBUX STARBUCKS CORP 0.13% 642.000 K $ 8640 2014/12/31 99.232 K $ 14.86 %
2019/03/31 PPG PPG INDUSTRIES INC 0.12% 615.000 K $ 5450 2012/09/30 78.294 K $ 11.72 %
2019/03/31 YUM YUM! BRANDS INC 0.12% 605.000 K $ 6060 2017/03/31 63.044 K $ 9.42 %
2019/03/31 PNC PNC FINANCIAL SERVICES GROUP 0.12% 592.000 K $ 4830 2011/12/31 58.100 K $ 8.56 %
2019/03/31 YUMC YUM CHINA HOLDINGS INC 0.10% 525.000 K $ 11700 2017/09/30 123.114 K $ 36.00 %
2019/03/31 BAC BANK OF AMERICA CORP 0.10% 498.000 K $ 18060 2016/12/31 95.627 K $ 15.83 %
2019/03/31 KO COCA-COLA CO/THE 0.10% 487.000 K $ 10400 2017/06/30 -7.856 K $ -1.33 %
2019/03/31 FRC FIRST REPUBLIC BANK/CA 0.08% 417.000 K $ 4150 2016/03/31 77.581 K $ 17.96 %
2019/03/31 SHW SHERWIN-WILLIAMS CO/THE 0.08% 383.000 K $ 890 2013/09/30 42.660 K $ 10.13 %
2019/03/31 WFC WELLS FARGO & COMPANY 0.07% 368.000 K $ 7620 2019/03/31 0.000 $ 0.00 %