SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
+1.07%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$1.18B
AUM Growth
+$1.18B
(-4.9%)
Cap. Flow
-$9.85B
Cap. Flow
% of AUM
-833.29%
Top 10 Holdings %
Top 10 Hldgs %
80.45%
Holding
123
New
23
Increased
58
Reduced
16
Closed
16
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$278M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$95.5M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$11.2M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$5.61M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.72M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$9.69B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$370M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$90.4M |
| 4 |
iShares MSCI China ETF
MCHI
|
$83.2M |
| 5 |
NVIDIA
NVDA
|
$20.9M |
Sector Composition
| 1 | Financials | 9.41% |
| 2 | Technology | 8% |
| 3 | Communication Services | 1.04% |
| 4 | Consumer Staples | 0.98% |
| 5 | Healthcare | 0.94% |
