SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.13B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$403M
2 +$139M
3 +$48.8M
4
GLD icon
SPDR Gold Trust
GLD
+$14.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.91M

Top Sells

1 +$371M
2 +$250M
3 +$5.21M
4
AVGO icon
Broadcom
AVGO
+$4.39M
5
NVDA icon
NVIDIA
NVDA
+$3.35M

Sector Composition

1 Financials 49.53%
2 Technology 6.22%
3 Communication Services 1.7%
4 Consumer Discretionary 1.33%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALGN icon
101
Align Technology
ALGN
$10.2B
$528K 0.01%
+2,800
SH icon
102
ProShares Short S&P500
SH
$1.17B
$476K 0.01%
12,000
HCA icon
103
HCA Healthcare
HCA
$108B
$398K 0.01%
+1,049
B
104
Barrick Mining
B
$63.7B
$388K 0.01%
+18,950
SNOW icon
105
Snowflake
SNOW
$91.4B
$380K 0.01%
+1,708
MA icon
106
Mastercard
MA
$504B
$358K 0.01%
+650
GDXJ icon
107
VanEck Junior Gold Miners ETF
GDXJ
$8.48B
$355K 0.01%
5,245
+388
FXI icon
108
iShares China Large-Cap ETF
FXI
$6.99B
$328K 0.01%
+8,918
KLAC icon
109
KLA
KLAC
$158B
$311K 0.01%
+350
ADSK icon
110
Autodesk
ADSK
$64.3B
$305K 0.01%
+1,000
REM icon
111
iShares Mortgage Real Estate ETF
REM
$612M
$304K 0.01%
14,223
IBM icon
112
IBM
IBM
$294B
$298K ﹤0.01%
1,030
+370
MRVL icon
113
Marvell Technology
MRVL
$77B
$298K ﹤0.01%
+3,860
VT icon
114
Vanguard Total World Stock ETF
VT
$55.6B
$282K ﹤0.01%
2,195
TSLA icon
115
Tesla
TSLA
$1.43T
$253K ﹤0.01%
781
+772
HEWJ icon
116
iShares Currency Hedged MSCI Japan ETF
HEWJ
$434M
$252K ﹤0.01%
5,625
EWJ icon
117
iShares MSCI Japan ETF
EWJ
$16.4B
$238K ﹤0.01%
3,179
CHTR icon
118
Charter Communications
CHTR
$27.6B
$221K ﹤0.01%
+550
TGT icon
119
Target
TGT
$41.8B
$208K ﹤0.01%
+2,100
QCLN icon
120
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$544M
$205K ﹤0.01%
6,284
+1,651
FCPI icon
121
Fidelity Stocks for Inflation ETF
FCPI
$248M
$203K ﹤0.01%
4,345
-750
COP icon
122
ConocoPhillips
COP
$110B
$198K ﹤0.01%
+2,200
AAPL icon
123
Apple
AAPL
$4.04T
$196K ﹤0.01%
976
+701
SHOP icon
124
Shopify
SHOP
$204B
$190K ﹤0.01%
+1,675
IEO icon
125
iShares US Oil & Gas Exploration & Production ETF
IEO
$470M
$178K ﹤0.01%
2,005
+50