SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.46B
AUM Growth
-$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.6M
3
+$8.54M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.41M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.63M

Top Sells

1
+$369M
2
+$359M
3
+$129M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$125M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$106M

Sector Composition

1 Financials 48.48%
2 Technology 5.15%
3 Communication Services 1.53%
4 Healthcare 1.35%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
76
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$2M 0.04%
45,839
+2,542
BOND icon
77
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.96B
$1.67M 0.03%
18,080
-390
IHI icon
78
iShares US Medical Devices ETF
IHI
$4.2B
$1.56M 0.03%
25,920
+2,333
SYY icon
79
Sysco
SYY
$38.2B
$1.55M 0.03%
20,592
-17
BK icon
80
Bank of New York Mellon
BK
$74.7B
$1.46M 0.03%
17,462
+5,179
VCR icon
81
Vanguard Consumer Discretionary ETF
VCR
$6.35B
$1.38M 0.03%
4,230
+1,396
EMB icon
82
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$1.38M 0.03%
15,193
-620
OMC icon
83
Omnicom Group
OMC
$15B
$1.25M 0.02%
15,073
+6,844
GIS icon
84
General Mills
GIS
$25.8B
$1.2M 0.02%
20,121
-4,466
PAVE icon
85
Global X US Infrastructure Development ETF
PAVE
$9.49B
$1.1M 0.02%
29,175
-1,071
VNQ icon
86
Vanguard Real Estate ETF
VNQ
$34.1B
$1.06M 0.02%
11,747
+54
VHT icon
87
Vanguard Health Care ETF
VHT
$15.9B
$1.06M 0.02%
3,986
-1,579
XLC icon
88
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$1.04M 0.02%
10,813
+340
IEMG icon
89
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$1.03M 0.02%
19,151
+1,997
XBI icon
90
SPDR S&P Biotech ETF
XBI
$6.24B
$943K 0.02%
11,629
-79
GDX icon
91
VanEck Gold Miners ETF
GDX
$22.8B
$865K 0.02%
18,816
+695
DVY icon
92
iShares Select Dividend ETF
DVY
$20.6B
$858K 0.02%
6,392
-72
IBB icon
93
iShares Biotechnology ETF
IBB
$6.17B
$775K 0.01%
6,061
-637
VZ icon
94
Verizon
VZ
$171B
$763K 0.01%
16,824
-314
MDLZ icon
95
Mondelez International
MDLZ
$80.8B
$741K 0.01%
10,927
-8,431
ITW icon
96
Illinois Tool Works
ITW
$72.7B
$623K 0.01%
2,511
+59
KMB icon
97
Kimberly-Clark
KMB
$40.3B
$596K 0.01%
4,192
-646
HUM icon
98
Humana
HUM
$33.1B
$582K 0.01%
+2,200
TSM icon
99
TSMC
TSM
$1.53T
$579K 0.01%
+3,501
SH icon
100
ProShares Short S&P500
SH
$1.2B
$535K 0.01%
12,000
2 3
4
5 6