SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.7B
AUM Growth
-$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$19.5M
3
+$13.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.5M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.8M

Top Sells

1
+$407M
2
+$170M
3
+$139M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$48.8M
5
AVGO icon
Broadcom
AVGO
+$8.62M

Sector Composition

1 Financials 51.98%
2 Technology 7.36%
3 Communication Services 2.12%
4 Consumer Discretionary 1.57%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$7.21M 0.13%
90,172
-2,183
INDA icon
52
iShares MSCI India ETF
INDA
$9.62B
$7.19M 0.13%
138,129
+18,751
XLU icon
53
Utilities Select Sector SPDR Fund
XLU
$22.4B
$7.18M 0.13%
82,343
-3,333
CIBR icon
54
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$6.58M 0.12%
86,615
-7,210
TIP icon
55
iShares TIPS Bond ETF
TIP
$14.6B
$6.57M 0.12%
59,115
+8,304
IGV icon
56
iShares Expanded Tech-Software Sector ETF
IGV
$8.25B
$6.11M 0.11%
53,114
-8,014
VCLT icon
57
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.32B
$5.92M 0.1%
76,204
-5,489
SDY icon
58
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$5.34M 0.09%
38,149
-687
IEI icon
59
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$5.13M 0.09%
42,927
+4,708
TXN icon
60
Texas Instruments
TXN
$153B
$4.69M 0.08%
25,507
+1,004
HD icon
61
Home Depot
HD
$355B
$4.44M 0.08%
10,955
-677
PFE icon
62
Pfizer
PFE
$146B
$4.15M 0.07%
163,004
+38,804
PG icon
63
Procter & Gamble
PG
$346B
$4.15M 0.07%
26,993
+3,267
SOXX icon
64
iShares Semiconductor ETF
SOXX
$16.7B
$4.01M 0.07%
14,789
-1,996
IYE icon
65
iShares US Energy ETF
IYE
$1.13B
$3.73M 0.07%
78,414
-4,295
RL icon
66
Ralph Lauren
RL
$22.3B
$3.69M 0.06%
11,762
+32
VCIT icon
67
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.8B
$3.66M 0.06%
43,486
-1,013
CSCO icon
68
Cisco
CSCO
$304B
$3.59M 0.06%
52,429
+6,512
SCHD icon
69
Schwab US Dividend Equity ETF
SCHD
$71.1B
$3.47M 0.06%
127,091
-15,132
PEP icon
70
PepsiCo
PEP
$203B
$3.3M 0.06%
23,498
+3,298
REET icon
71
iShares Global REIT ETF
REET
$4.04B
$2.67M 0.05%
104,303
+3,453
EEM icon
72
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$2.49M 0.04%
46,546
-1,330
SKYY icon
73
First Trust Cloud Computing ETF
SKYY
$3.04B
$2.4M 0.04%
17,836
-4,086
T icon
74
AT&T
T
$184B
$2.36M 0.04%
83,463
-1,179
BK icon
75
Bank of New York Mellon
BK
$78.2B
$2.27M 0.04%
20,843
+1,177
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3
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