SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
+10.39%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$1.11B
AUM Growth
+$1.11B
(-30%)
Cap. Flow
-$467M
Cap. Flow
% of AUM
-42.07%
Top 10 Holdings %
Top 10 Hldgs %
82.09%
Holding
120
New
22
Increased
17
Reduced
57
Closed
16
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$216M |
| 2 |
iShares MSCI China ETF
MCHI
|
$87.4M |
| 3 |
Invesco Taxable Municipal Bond ETF
BAB
|
$3.94M |
| 4 |
Lam Research
LRCX
|
$3.52M |
| 5 |
Micron Technology
MU
|
$3.49M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$329M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$131M |
| 3 |
SPDR Gold Trust
GLD
|
$91.5M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$42.9M |
| 5 |
Technology Select Sector SPDR Fund
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% |
