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Money Design Company .,ltd. is based out of Tokyo. Their last reported 13F filing for Q2 2020 included $702,060,000 in managed 13F securities and a top 10 holdings concentration of 48.63%. Money Design Company .,ltd.'s largest holding is iShares Inc. MSCI Japan Index with shares held of 931,759. Whalewisdom has at least 12 13F filings

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13F Activity

  • Market Value $702.06 Million
  • Prior Market Value $565.479 Million
  • New Purchases9 stocks
  • Additional Purchases30 stocks
  • Sold out of5 stocks
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 48.63 %
  • Turnover % [1]:21.88%
  • Turnover Alt % [2]: 28.18 %
  • Time Held Top20:5.20 quarters
  • Time Held Top10:6.00 quarters
  • Time Held All:6.45 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 15.57%
Performance Last 4 Quarters: -4.99%
Performance Metrics
Stats are not available for the latest quarter

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