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SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $4.92B
1-Year Est. Return 1.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$27.9M
3
+$7.55M
4
AMD icon
Advanced Micro Devices
AMD
+$6.28M
5
NVDA icon
NVIDIA
NVDA
+$5.82M

Top Sells

1
+$123M
2
+$57.9M
3
+$9.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.86M

Sector Composition

1 Financials 23.63%
2 Technology 3.52%
3 Healthcare 1.03%
4 Consumer Staples 1%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44K ﹤0.01%
1,325
102
$41K ﹤0.01%
848
-7,882
103
$37K ﹤0.01%
691
-586
104
$31K ﹤0.01%
+2,360
105
$26K ﹤0.01%
+1,564
106
$23K ﹤0.01%
+207
107
$22K ﹤0.01%
+300
108
$22K ﹤0.01%
+136
109
$17K ﹤0.01%
180
-348
110
$14K ﹤0.01%
420
111
$4K ﹤0.01%
207
-2,193
112
– –
-2,000
113
– –
-5,520
114
– –
-70
115
– –
-251
116
– –
-14,650
117
– –
-234
118
– –
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119
– –
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120
– –
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121
– –
-38,000
122
– –
-237
123
– –
-160
124
– –
-3,242
125
– –
-435
2 3 4
5
6