SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.46B
AUM Growth
-$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.6M
3
+$8.54M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.41M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.63M

Top Sells

1
+$369M
2
+$359M
3
+$129M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$125M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$106M

Sector Composition

1 Financials 48.48%
2 Technology 5.15%
3 Communication Services 1.53%
4 Healthcare 1.35%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFF icon
26
iShares Preferred and Income Securities ETF
PFF
$14.6B
$25.8M 0.47%
838,860
+53,882
INTU icon
27
Intuit
INTU
$184B
$24.7M 0.45%
40,301
+6,251
BSX icon
28
Boston Scientific
BSX
$147B
$20.7M 0.38%
205,642
+54,832
BAB icon
29
Invesco Taxable Municipal Bond ETF
BAB
$931M
$19.8M 0.36%
740,957
-11,020
AMGN icon
30
Amgen
AMGN
$161B
$19.2M 0.35%
61,643
+5,775
BLK icon
31
Blackrock
BLK
$180B
$18.6M 0.34%
19,695
+2,347
GWW icon
32
W.W. Grainger
GWW
$45.7B
$18.5M 0.34%
18,682
+1,839
APD icon
33
Air Products & Chemicals
APD
$56.4B
$17.7M 0.32%
60,016
+5,562
DHI icon
34
D.R. Horton
DHI
$45.8B
$16.5M 0.3%
129,866
+15,760
KO icon
35
Coca-Cola
KO
$295B
$16.2M 0.3%
226,306
+12,225
AXP icon
36
American Express
AXP
$241B
$15.6M 0.29%
+57,950
GOVT icon
37
iShares US Treasury Bond ETF
GOVT
$28.5B
$15.3M 0.28%
665,849
+23,294
GE icon
38
GE Aerospace
GE
$318B
$13.6M 0.25%
68,181
+68,016
FSLR icon
39
First Solar
FSLR
$24.9B
$12.9M 0.24%
101,659
+15,656
IYR icon
40
iShares US Real Estate ETF
IYR
$3.76B
$12.2M 0.22%
126,934
+7,235
SHV icon
41
iShares Short Treasury Bond ETF
SHV
$20.7B
$10.8M 0.2%
97,709
+15,740
SHY icon
42
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$9.68M 0.18%
116,999
+16,323
XLP icon
43
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$9.61M 0.18%
117,716
-4,178
COST icon
44
Costco
COST
$415B
$9.24M 0.17%
9,770
+2,305
VOO icon
45
Vanguard S&P 500 ETF
VOO
$757B
$8.81M 0.16%
17,136
-718,953
VGT icon
46
Vanguard Information Technology ETF
VGT
$109B
$8.67M 0.16%
15,980
+900
QCOM icon
47
Qualcomm
QCOM
$176B
$8.46M 0.15%
55,070
+3,800
VCSH icon
48
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$8.08M 0.15%
102,367
+14,018
ULTA icon
49
Ulta Beauty
ULTA
$23.9B
$7.54M 0.14%
20,558
+5,931
XLU icon
50
Utilities Select Sector SPDR Fund
XLU
$22.5B
$7.18M 0.13%
91,118
-1,013
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