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
BMY icon
76
Bristol-Myers Squibb
BMY
$99.9B
$2.01M 0.03%
43,454
+3,896
KW icon
77
Kennedy-Wilson Holdings
KW
$1.33B
$1.98M 0.03%
+272,238
BK icon
78
Bank of New York Mellon
BK
$78.5B
$1.79M 0.03%
19,666
+2,204
BOND icon
79
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.94B
$1.66M 0.03%
18,030
-50
OMC icon
80
Omnicom Group
OMC
$14.3B
$1.63M 0.03%
22,658
+7,585
IHI icon
81
iShares US Medical Devices ETF
IHI
$4.44B
$1.51M 0.02%
24,150
-1,770
SYY icon
82
Sysco
SYY
$36.1B
$1.35M 0.02%
17,808
-2,784
EMB icon
83
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$1.32M 0.02%
14,295
-898
IEMG icon
84
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$1.17M 0.02%
19,513
+362
VNQ icon
85
Vanguard Real Estate ETF
VNQ
$33.9B
$1.12M 0.02%
12,525
+778
VHT icon
86
Vanguard Health Care ETF
VHT
$16.9B
$1.08M 0.02%
4,336
+350
XBI icon
87
State Street SPDR S&P Biotech ETF
XBI
$6.61B
$1.02M 0.02%
12,310
+681
GDX icon
88
VanEck Gold Miners ETF
GDX
$23B
$1.01M 0.02%
19,398
+582
PAVE icon
89
Global X US Infrastructure Development ETF
PAVE
$9.7B
$988K 0.02%
22,672
-6,503
IBB icon
90
iShares Biotechnology ETF
IBB
$6.6B
$948K 0.02%
7,497
+1,436
GIS icon
91
General Mills
GIS
$24.8B
$889K 0.01%
17,152
-2,969
XLC icon
92
The Communication Services Select Sector SPDR Fund
XLC
$27.2B
$849K 0.01%
7,824
-2,989
VZ icon
93
Verizon
VZ
$172B
$722K 0.01%
16,688
-136
VCR icon
94
Vanguard Consumer Discretionary ETF
VCR
$6.44B
$721K 0.01%
1,989
-2,241
DVY icon
95
iShares Select Dividend ETF
DVY
$20.9B
$673K 0.01%
5,069
-1,323
MDLZ icon
96
Mondelez International
MDLZ
$73.6B
$615K 0.01%
9,126
-1,801
TTAN
97
ServiceTitan Inc
TTAN
$8.64B
$546K 0.01%
+5,091
KMB icon
98
Kimberly-Clark
KMB
$34.6B
$542K 0.01%
4,206
+14
ITW icon
99
Illinois Tool Works
ITW
$71.2B
$538K 0.01%
2,175
-336
NFLX icon
100
Netflix
NFLX
$490B
$532K 0.01%
402
+202
2 3
4
5 6