SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
-0.37%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$976M
AUM Growth
+$976M
(-10%)
Cap. Flow
-$108M
Cap. Flow
% of AUM
-11.07%
Top 10 Holdings %
Top 10 Hldgs %
84.56%
Holding
149
New
29
Increased
37
Reduced
25
Closed
47
Top Buys
| 1 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
$103M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$19.5M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.98M |
| 4 |
Broadcom
AVGO
|
$1.99M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$1.95M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$184M |
| 2 |
Amazon
AMZN
|
$47.2M |
| 3 |
SPDR Gold Trust
GLD
|
$5.82M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.84M |
| 5 |
Air Products & Chemicals
APD
|
$2.2M |
Sector Composition
| 1 | Financials | 9.48% |
| 2 | Technology | 1.82% |
| 3 | Consumer Staples | 1.51% |
| 4 | Consumer Discretionary | 1.09% |
| 5 | Healthcare | 1.05% |
