SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
+3.27%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$1.24B
AUM Growth
+$1.24B
(+12%)
Cap. Flow
+$93.5M
Cap. Flow
% of AUM
7.52%
Top 10 Holdings %
Top 10 Hldgs %
81.16%
Holding
119
New
15
Increased
22
Reduced
53
Closed
18
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$460M |
| 2 |
Invesco QQQ Trust
QQQ
|
$94.1M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$90.3M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$11M |
| 5 |
NVIDIA
NVDA
|
$9.21M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$235M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$221M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$90M |
| 4 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
$16.8M |
| 5 |
Amazon
AMZN
|
$4.57M |
Sector Composition
| 1 | Technology | 10.11% |
| 2 | Financials | 8.39% |
| 3 | Communication Services | 1.12% |
| 4 | Consumer Discretionary | 0.9% |
| 5 | Consumer Staples | 0.83% |
