SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
+8.55%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$7.5B
AUM Growth
+$7.5B
(+69%)
Cap. Flow
+$2.63B
Cap. Flow
% of AUM
35%
Top 10 Holdings %
Top 10 Hldgs %
80.15%
Holding
159
New
13
Increased
54
Reduced
53
Closed
16
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$933M |
| 2 |
Invesco QQQ Trust
QQQ
|
$536M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$389M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$280M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$129M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$11.7M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$4.42M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$2.58M |
| 4 |
Tesla
TSLA
|
$1.98M |
| 5 |
Micron Technology
MU
|
$1.73M |
Sector Composition
| 1 | Financials | 43.22% |
| 2 | Technology | 4.43% |
| 3 | Communication Services | 1.12% |
| 4 | Consumer Discretionary | 0.91% |
| 5 | Healthcare | 0.74% |
