SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$87.4M
3
+$3.94M
4
LRCX icon
Lam Research
LRCX
+$3.52M
5
MU icon
Micron Technology
MU
+$3.49M

Top Sells

1
+$329M
2
+$131M
3
+$91.5M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$42.9M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$42.7M

Sector Composition

1 Technology 10.21%
2 Financials 8.21%
3 Consumer Discretionary 1.33%
4 Healthcare 1.2%
5 Consumer Staples 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K ﹤0.01%
+483
102
$25K ﹤0.01%
247
-175,000
103
$7K ﹤0.01%
+84
104
– –
-50,000
105
– –
0
106
– –
-10,816
107
– –
-8,317
108
– –
-1,308,000
109
– –
-1,000
110
– –
-70,621
111
– –
-12,667
112
– –
-10,769
113
– –
-3,930
114
– –
-666,500
115
– –
-1,379,000
116
– –
-20,749
117
– –
-545
118
– –
-2,306
119
– –
-6,000
120
– –
-6,952
1 2 3 4
5