SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.46B
AUM Growth
-$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.6M
3
+$8.54M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.41M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.63M

Top Sells

1
+$369M
2
+$359M
3
+$129M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$125M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$106M

Sector Composition

1 Financials 48.48%
2 Technology 5.15%
3 Communication Services 1.53%
4 Healthcare 1.35%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
101
Micron Technology
MU
$227B
$469K 0.01%
+5,300
AMAT icon
102
Applied Materials
AMAT
$179B
$435K 0.01%
3,000
+2,900
TWLO icon
103
Twilio
TWLO
$16.4B
$396K 0.01%
4,000
+3,100
ARM icon
104
Arm
ARM
$175B
$379K 0.01%
+3,516
LRCX icon
105
Lam Research
LRCX
$178B
$345K 0.01%
4,750
+4,530
WMT icon
106
Walmart
WMT
$859B
$341K 0.01%
+4,000
REM icon
107
iShares Mortgage Real Estate ETF
REM
$607M
$319K 0.01%
14,223
GDXJ icon
108
VanEck Junior Gold Miners ETF
GDXJ
$8.62B
$278K 0.01%
4,857
+245
GLW icon
109
Corning
GLW
$72.4B
$271K 0.01%
+5,900
VT icon
110
Vanguard Total World Stock ETF
VT
$54.2B
$255K ﹤0.01%
2,195
-37,442
ABBV icon
111
AbbVie
ABBV
$406B
$253K ﹤0.01%
+1,230
HEWJ icon
112
iShares Currency Hedged MSCI Japan ETF
HEWJ
$411M
$236K ﹤0.01%
5,625
DIS icon
113
Walt Disney
DIS
$199B
$235K ﹤0.01%
+2,400
FCPI icon
114
Fidelity Stocks for Inflation ETF
FCPI
$243M
$221K ﹤0.01%
5,095
+3,640
EWJ icon
115
iShares MSCI Japan ETF
EWJ
$15.9B
$218K ﹤0.01%
3,179
NFLX icon
116
Netflix
NFLX
$510B
$187K ﹤0.01%
200
-872
IEO icon
117
iShares US Oil & Gas Exploration & Production ETF
IEO
$440M
$185K ﹤0.01%
1,955
-43
IWM icon
118
iShares Russell 2000 ETF
IWM
$69.9B
$180K ﹤0.01%
901
-95
IBM icon
119
IBM
IBM
$262B
$161K ﹤0.01%
+660
PLTR icon
120
Palantir
PLTR
$423B
$155K ﹤0.01%
+1,800
FCX icon
121
Freeport-McMoran
FCX
$59.1B
$154K ﹤0.01%
+4,000
XLE icon
122
Energy Select Sector SPDR Fund
XLE
$25.8B
$152K ﹤0.01%
1,625
-985
QCLN icon
123
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$537M
$133K ﹤0.01%
4,633
-954
COF icon
124
Capital One
COF
$135B
$121K ﹤0.01%
+700
CRWD icon
125
CrowdStrike
CRWD
$122B
$106K ﹤0.01%
297
+192
3 4
5
6 7