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
FXI icon
101
iShares China Large-Cap ETF
FXI
$6.59B
$520K 0.01%
12,637
+3,719
ITW icon
102
Illinois Tool Works
ITW
$72.3B
$452K 0.01%
1,733
-442
SH icon
103
ProShares Short S&P500
SH
$1.18B
$444K 0.01%
12,000
TSLA icon
104
Tesla
TSLA
$1.43T
$401K 0.01%
904
+123
REM icon
105
iShares Mortgage Real Estate ETF
REM
$644M
$370K 0.01%
16,831
+2,608
VT icon
106
Vanguard Total World Stock ETF
VT
$57.3B
$302K 0.01%
2,195
ADBE icon
107
Adobe
ADBE
$134B
$288K 0.01%
800
+350
HEWJ icon
108
iShares Currency Hedged MSCI Japan ETF
HEWJ
$514M
$277K ﹤0.01%
5,625
EWJ icon
109
iShares MSCI Japan ETF
EWJ
$15.8B
$255K ﹤0.01%
3,179
QCLN icon
110
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$554M
$246K ﹤0.01%
5,859
-425
CRWD icon
111
CrowdStrike
CRWD
$128B
$210K ﹤0.01%
430
+342
JNJ icon
112
Johnson & Johnson
JNJ
$499B
$203K ﹤0.01%
+1,115
IEO icon
113
iShares US Oil & Gas Exploration & Production ETF
IEO
$446M
$184K ﹤0.01%
1,990
-15
IWM icon
114
iShares Russell 2000 ETF
IWM
$70.4B
$171K ﹤0.01%
706
-93
MA icon
115
Mastercard
MA
$494B
$168K ﹤0.01%
295
-355
HCA icon
116
HCA Healthcare
HCA
$116B
$147K ﹤0.01%
350
-699
SNOW icon
117
Snowflake
SNOW
$85.1B
$135K ﹤0.01%
600
-1,108
ISRG icon
118
Intuitive Surgical
ISRG
$203B
$132K ﹤0.01%
+300
AAPL icon
119
Apple
AAPL
$4.12T
$130K ﹤0.01%
512
-464
AFL icon
120
Aflac
AFL
$57.8B
$128K ﹤0.01%
+1,152
FCPI icon
121
Fidelity Stocks for Inflation ETF
FCPI
$247M
$120K ﹤0.01%
2,387
-1,958
XSOE icon
122
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.85B
$116K ﹤0.01%
3,058
+707
ESGV icon
123
Vanguard ESG US Stock ETF
ESGV
$11.8B
$111K ﹤0.01%
938
UBER icon
124
Uber
UBER
$182B
$111K ﹤0.01%
1,111
+1,106
EAGG icon
125
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.33B
$105K ﹤0.01%
2,196
3 4
5
6 7