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
$1.25B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$198M
3
+$12.9M
4
AMZN icon
Amazon
AMZN
+$6.25M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.96M

Top Sells

1
+$278M
2
+$9.7M
3
+$7.64M
4
NVDA icon
NVIDIA
NVDA
+$6.83M
5
XYZ
Block Inc
XYZ
+$5.33M

Sector Composition

1 Financials 8.73%
2 Technology 6.27%
3 Consumer Discretionary 1.15%
4 Healthcare 1.08%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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113
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5