SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.65B
1-Year Est. Return 5.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.65B
AUM Growth
-$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$67.3M
2
+$17.2M
3
+$12.2M
4
ALLW
SPDR Bridgewater All Weather ETF
ALLW
+$6.86M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$5.12M

Top Sells

1
+$89.8M
2
+$84.5M
3
+$72.7M
4
APD icon
Air Products & Chemicals
APD
+$15.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.92M

Sector Composition

1 Financials 52.49%
2 Technology 7.38%
3 Communication Services 2.32%
4 Healthcare 1.64%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REET icon
76
iShares Global REIT ETF
REET
$4.78B
$2.62M 0.05%
104,810
+507
BMY icon
77
Bristol-Myers Squibb
BMY
$127B
$2.31M 0.04%
42,782
-1,721
T icon
78
AT&T
T
$196B
$2.12M 0.04%
85,232
+1,769
APD icon
79
Air Products & Chemicals
APD
$61.4B
$2.05M 0.04%
8,286
-62,878
SKYY icon
80
First Trust Cloud Computing ETF
SKYY
$2.37B
$2.03M 0.04%
15,638
-2,198
OMC icon
81
Omnicom Group
OMC
$26.5B
$1.98M 0.04%
24,557
+1,435
GDX icon
82
VanEck Gold Miners ETF
GDX
$36.6B
$1.94M 0.03%
22,652
+3,149
EMB icon
83
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
$1.55M 0.03%
16,141
+1,025
IHI icon
84
iShares US Medical Devices ETF
IHI
$3.66B
$1.32M 0.02%
21,315
-259
IEMG icon
85
iShares Core MSCI Emerging Markets ETF
IEMG
$148B
$1.32M 0.02%
19,602
-700
VNQ icon
86
Vanguard Real Estate ETF
VNQ
$36.8B
$1.25M 0.02%
14,142
+600
SJNK icon
87
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.16B
$1.15M 0.02%
2,545,222
+201,866
WCLD icon
88
WisdomTree Cloud Computing Fund
WCLD
$213M
$1.04M 0.02%
29,728
-20,563
SYY icon
89
Sysco
SYY
$43.7B
$991K 0.02%
13,454
-4,243
XLC icon
90
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
$926K 0.02%
7,868
+1,238
VZ icon
91
Verizon
VZ
$211B
$854K 0.02%
20,988
+4,261
PAVE icon
92
Global X US Infrastructure Development ETF
PAVE
$12.2B
$841K 0.01%
17,595
-3,110
IBB icon
93
iShares Biotechnology ETF
IBB
$8.58B
$827K 0.01%
4,901
-2,026
DVY icon
94
iShares Select Dividend ETF
DVY
$22.8B
$807K 0.01%
5,717
-34
GIS icon
95
General Mills
GIS
$24.1B
$785K 0.01%
16,889
-310
VHT icon
96
Vanguard Health Care ETF
VHT
$17.8B
$769K 0.01%
2,670
-1,260
VCR icon
97
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$704K 0.01%
1,787
+238
MU icon
98
Micron Technology
MU
$464B
$658K 0.01%
+2,235
AAPL icon
99
Apple
AAPL
$3.88T
$632K 0.01%
2,307
+1,795
GDXJ icon
100
VanEck Junior Gold Miners ETF
GDXJ
$12.2B
$618K 0.01%
5,430
+112
2 3
4
5 6