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Sumitomo Mitsui Sponsored ADR
Sumitomo Mitsui Sponsored ADR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 8 Institutional holders with a total value of $10,304,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Matterhorn Capital Management, LLC 375,802 2,852,000 27.68%
2 World Asset Management Inc 375,223 2,848,000 27.64%
3 NorthCoast Asset Management LLC 310,509 2,357,000 22.87%
4 Avalon Investment & Advisory 99,308 754,000 7.32%
5 Laird Norton Wetherby Wealth Management, LLC 92,697 703,000 6.82%
6 SVB WEALTH LLC 57,655 438,000 4.25%
7 HIGH POINTE CAPITAL MANAGEMENT LLC 29,050 220,000 2.14%
8 PACER ADVISORS, INC. 17,389 132,000 1.28%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.