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Fumiaki Ohnuma

@Money Design Co.,ltd.

Latest period2024 - Q3ReportedManaged Assets$2.01BTotal holdings76
Assets growth rate8.29%Assets growth rate (2-Q avg)4.64%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Money Design Co.,ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Money Design Co.,ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.01B in assets, with a quarterly growth rate of 8.29% and a 2-quarter average growth rate of 4.64%. The portfolio is managed by Fumiaki Ohnuma, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EPIWisdomtree Tr India Erngs Fd
Recent Activity
New Position
1.01%
$20.107M
398,473 shares@ $50.47 avg price
HYGIshares Tr Iboxx Hi Yd Etf
Recent Activity
New Position
1%
$20.068M
249,909 shares@ $80.31 avg price