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
BMY icon
76
Bristol-Myers Squibb
BMY
$100B
$2.01M 0.04%
44,503
+1,049
OMC icon
77
Omnicom Group
OMC
$22.7B
$1.89M 0.03%
23,122
+464
WCLD icon
78
WisdomTree Cloud Computing Fund
WCLD
$291M
$1.77M 0.03%
50,291
-8,215
BOND icon
79
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.49B
$1.68M 0.03%
18,030
GDX icon
80
VanEck Gold Miners ETF
GDX
$24.8B
$1.49M 0.03%
19,503
+105
SYY icon
81
Sysco
SYY
$36.5B
$1.46M 0.03%
17,697
-111
EMB icon
82
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.2B
$1.44M 0.03%
15,116
+821
IEMG icon
83
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$1.34M 0.02%
20,302
+789
IHI icon
84
iShares US Medical Devices ETF
IHI
$4.34B
$1.3M 0.02%
21,574
-2,576
VNQ icon
85
Vanguard Real Estate ETF
VNQ
$34.5B
$1.24M 0.02%
13,542
+1,017
XBI icon
86
State Street SPDR S&P Biotech ETF
XBI
$8.17B
$1.14M 0.02%
11,402
-908
VHT icon
87
Vanguard Health Care ETF
VHT
$17.6B
$1.02M 0.02%
3,930
-406
IBB icon
88
iShares Biotechnology ETF
IBB
$8.6B
$1M 0.02%
6,927
-570
PAVE icon
89
Global X US Infrastructure Development ETF
PAVE
$9.81B
$986K 0.02%
20,705
-1,967
ZS icon
90
Zscaler
ZS
$40.1B
$922K 0.02%
3,104
+2,890
GIS icon
91
General Mills
GIS
$25.3B
$867K 0.02%
17,199
+47
DVY icon
92
iShares Select Dividend ETF
DVY
$21B
$817K 0.01%
5,751
+682
XLC icon
93
The Communication Services Select Sector SPDR Fund
XLC
$26.2B
$785K 0.01%
6,630
-1,194
VZ icon
94
Verizon
VZ
$173B
$735K 0.01%
16,727
+39
NFLX icon
95
Netflix
NFLX
$456B
$670K 0.01%
5,550
+1,530
MDLZ icon
96
Mondelez International
MDLZ
$74.3B
$622K 0.01%
9,949
+823
VCR icon
97
Vanguard Consumer Discretionary ETF
VCR
$6.32B
$614K 0.01%
1,549
-440
CELH icon
98
Celsius Holdings
CELH
$10.6B
$573K 0.01%
+100,000
GDXJ icon
99
VanEck Junior Gold Miners ETF
GDXJ
$9.3B
$527K 0.01%
5,318
+73
KMB icon
100
Kimberly-Clark
KMB
$36.2B
$520K 0.01%
4,186
-20
2 3
4
5 6