Sumitomo Mitsui Financial Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$244M |
| 2 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$185M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$149M |
| 4 |
Amazon
AMZN
|
+$46.4M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$9.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$162M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$18.4M |
| 3 |
Intel
INTC
|
+$2.3M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.19M |
| 5 |
AET
Aetna Inc
AET
|
+$2.08M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 8.23% |
| 2 | Consumer Discretionary | 4.96% |
| 3 | Consumer Staples | 1.11% |
| 4 | Technology | 1.04% |
| 5 | Healthcare | 0.77% |
Similar funds
Sumitomo Mitsui Financial Group's Q1 2018 Portfolio in Review
As of Q1 2018, Sumitomo Mitsui Financial Group held 147 positions worth $1.09B, up 42% from $764M the previous quarter. Its ten largest holdings account for 85% of the portfolio.
Sumitomo Mitsui Financial Group deployed $493M of net new capital in Q1 2018, opening 44 new positions and adding to 47 existing holdings. Its largest new stake was State Street SPDR S&P MIDCAP 400 ETF Trust: 700,000 shares worth $184M.
By sector, the portfolio is most concentrated in Financials at 8.2% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.
On the sell side, the largest reduction was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $18.4M trimmed.
- Sumitomo Mitsui Financial Group's largest Q1 2018 buy was State Street SPDR S&P MIDCAP 400 ETF Trust: 700,000 shares worth $184M.
- Sumitomo Mitsui Financial Group added most to State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018, an estimated $185M increase.
- Sumitomo Mitsui Financial Group's biggest Q1 2018 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $18.4M.
- Sumitomo Mitsui Financial Group fully exited iShares Core S&P 500 ETF in Q1 2018, selling an estimated $162M.
- Sumitomo Mitsui Financial Group's ten largest holdings make up 85% of its $1.09B portfolio in Q1 2018.
- Sumitomo Mitsui Financial Group opened 44 new positions and closed 26 in Q1 2018.
- Sumitomo Mitsui Financial Group's portfolio value rose 42% quarter-over-quarter to $1.09B.
Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2018, filed 14 May 2018.