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
$6.13B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$403M
2
+$139M
3
+$48.8M
4
GLD icon
SPDR Gold Trust
GLD
+$14.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.91M

Top Sells

1
+$371M
2
+$250M
3
+$5.21M
4
AVGO icon
Broadcom
AVGO
+$4.39M
5
NVDA icon
NVIDIA
NVDA
+$3.35M

Sector Composition

1 Financials 49.53%
2 Technology 6.22%
3 Communication Services 1.7%
4 Consumer Discretionary 1.33%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIBR icon
51
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$7.09M 0.12%
93,825
-799
XLU icon
52
Utilities Select Sector SPDR Fund
XLU
$22.1B
$7M 0.11%
85,676
-5,442
IGV icon
53
iShares Expanded Tech-Software Sector ETF
IGV
$9.83B
$6.7M 0.11%
61,128
-16,579
INDA icon
54
iShares MSCI India ETF
INDA
$9.59B
$6.64M 0.11%
119,378
+12,388
VCLT icon
55
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.35B
$6.2M 0.1%
81,693
-10,058
TIP icon
56
iShares TIPS Bond ETF
TIP
$13.8B
$5.59M 0.09%
50,811
+8,475
SDY icon
57
State Street SPDR S&P Dividend ETF
SDY
$20.2B
$5.27M 0.09%
38,836
+19,916
TXN icon
58
Texas Instruments
TXN
$148B
$5.09M 0.08%
24,503
+209
IEI icon
59
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$4.55M 0.07%
38,219
+2,188
HD icon
60
Home Depot
HD
$369B
$4.26M 0.07%
11,632
-596
SOXX icon
61
iShares Semiconductor ETF
SOXX
$16.3B
$4.01M 0.07%
16,785
-3,712
PG icon
62
Procter & Gamble
PG
$346B
$3.78M 0.06%
23,726
+1,273
SCHD icon
63
Schwab US Dividend Equity ETF
SCHD
$71.1B
$3.77M 0.06%
142,223
-37,400
IYE icon
64
iShares US Energy ETF
IYE
$1.17B
$3.74M 0.06%
82,709
+1,426
VCIT icon
65
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.7B
$3.69M 0.06%
44,499
-6,057
RL icon
66
Ralph Lauren
RL
$20.6B
$3.22M 0.05%
11,730
+27
CSCO icon
67
Cisco
CSCO
$291B
$3.19M 0.05%
45,917
+12,581
PFE icon
68
Pfizer
PFE
$147B
$3.01M 0.05%
124,200
+11,345
PEP icon
69
PepsiCo
PEP
$197B
$2.67M 0.04%
20,200
-2,442
SKYY icon
70
First Trust Cloud Computing ETF
SKYY
$3.25B
$2.67M 0.04%
21,922
-9,856
SGOV icon
71
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$2.62M 0.04%
26,060
-27,296
REET icon
72
iShares Global REIT ETF
REET
$3.87B
$2.49M 0.04%
100,850
+3,843
T icon
73
AT&T
T
$182B
$2.45M 0.04%
84,642
-2,245
EEM icon
74
iShares MSCI Emerging Markets ETF
EEM
$21.1B
$2.31M 0.04%
47,876
+2,037
WCLD icon
75
WisdomTree Cloud Computing Fund
WCLD
$330M
$2.11M 0.03%
58,506
-13,975
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3
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