SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.65B
1-Year Est. Return 5.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$329M
2
+$198M
3
+$68.1M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$47.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$46.6M

Top Sells

1
+$215M
2
+$28.4M
3
+$19.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.6M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.32M

Sector Composition

1 Technology 7.89%
2 Financials 6.3%
3 Consumer Discretionary 0.99%
4 Consumer Staples 0.7%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
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