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SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $4.92B
1-Year Est. Return 1.39%
This Fund
S&P 500
This Quarter Est. Return
-14.28%
1 Year Est. Return
+1.39%
3 Year Est. Return
+56.98%
5 Year Est. Return
+73.83%
10 Year Est. Return
–
AUM
$4.92B
AUM Growth
-$728M
Cap. Flow
+$277M
Cap. Flow %
5.63%
Top 10 Hldgs %
67.63%
Holding
188
New
23
Increased
78
Reduced
47
Closed
20

Top Buys

1
PSNY icon
Polestar Automotive Holding UK
PSNY
+$187M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$66.4M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$62M
4
APH icon
Amphenol
APH
+$31.9M
5
GLD icon
SPDR Gold Trust
GLD
+$19.4M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$71.1M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$67.8M
3
UNH icon
UnitedHealth
UNH
+$33.8M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$14.6M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.75M

Sector Composition

1 Financials 42.24%
2 Technology 8.47%
3 Consumer Discretionary 5.73%
4 Communication Services 2.55%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHTR icon
126
Charter Communications
CHTR
$16.2B
$151K ﹤0.01%
+700
New +$152K
COF icon
127
Capital One
COF
$125B
$128K ﹤0.01%
+700
New +$146K
XSOE icon
128
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
$123K ﹤0.01%
3,058
– –
ORCL icon
129
Oracle
ORCL
$379B
$121K ﹤0.01%
+822
New +$134K
XOM icon
130
ExxonMobil
XOM
$599B
$119K ﹤0.01%
+700
New +$102K
LRCX icon
131
Lam Research
LRCX
$413B
$107K ﹤0.01%
500
-550
-52% -$123K
ESGV icon
132
Vanguard ESG US Stock ETF
ESGV
$13.2B
$105K ﹤0.01%
938
– –
EAGG icon
133
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$104K ﹤0.01%
2,196
– –
AMAT icon
134
Applied Materials
AMAT
$457B
$103K ﹤0.01%
+300
New +$101K
ARM icon
135
Arm
ARM
$319B
$102K ﹤0.01%
677
-74
-10% -$8.98K
ZM icon
136
Zoom
ZM
$26.9B
$102K ﹤0.01%
1,268
+800
+171% +$67K
CRM icon
137
Salesforce
CRM
$140B
$93.3K ﹤0.01%
500
-1,094
-69% -$227K
EMLC icon
138
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.78B
$75.7K ﹤0.01%
+3,016
New +$78.2K
JNJ icon
139
Johnson & Johnson
JNJ
$621B
$74.6K ﹤0.01%
305
-1,238
-80% -$288K
TGT icon
140
Target
TGT
$61.2B
$72.7K ﹤0.01%
+600
New +$67.7K
CAT icon
141
Caterpillar
CAT
$429B
$70.8K ﹤0.01%
100
-120
-55% -$83.1K
ALGN icon
142
Align Technology
ALGN
$12.9B
$68.6K ﹤0.01%
+400
New +$70.1K
PYLD icon
143
PIMCO Multi Sector Bond Active ETF
PYLD
$14.7B
$66.2K ﹤0.01%
2,528
– –
TMUS icon
144
T-Mobile US
TMUS
$204B
$63K ﹤0.01%
+300
New +$61.6K
WMT icon
145
Walmart Inc
WMT
$913B
$62.1K ﹤0.01%
500
+418
+510% +$51.3K
GM icon
146
General Motors
GM
$69.2B
$59.6K ﹤0.01%
+800
New +$63.6K
XLB icon
147
State Street Materials Select Sector SPDR ETF
XLB
$8.35B
$59.3K ﹤0.01%
1,186
– –
UPS icon
148
United Parcel Service
UPS
$96B
$59K ﹤0.01%
+600
New +$64.3K
HEZU icon
149
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$566M
$49.4K ﹤0.01%
1,130
– –
UNP icon
150
Union Pacific
UNP
$172B
$48.5K ﹤0.01%
+200
New +$49K
4 5
6
7 8

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