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
$5.7B
AUM Growth
-$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$19.5M
3
+$13.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.5M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.8M

Top Sells

1
+$407M
2
+$170M
3
+$139M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$48.8M
5
AVGO icon
Broadcom
AVGO
+$8.62M

Sector Composition

1 Financials 51.98%
2 Technology 7.36%
3 Communication Services 2.12%
4 Consumer Discretionary 1.57%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
126
Caterpillar
CAT
$269B
$104K ﹤0.01%
+221
PLTR icon
127
Palantir
PLTR
$401B
$88.7K ﹤0.01%
+496
KLAC icon
128
KLA
KLAC
$154B
$85.1K ﹤0.01%
80
-270
MRVL icon
129
Marvell Technology
MRVL
$77.1B
$82.4K ﹤0.01%
1,000
-2,860
CRM icon
130
Salesforce
CRM
$219B
$79.2K ﹤0.01%
+323
ARM icon
131
Arm
ARM
$144B
$74.4K ﹤0.01%
+532
OKTA icon
132
Okta
OKTA
$14.2B
$72.6K ﹤0.01%
773
+546
XLE icon
133
Energy Select Sector SPDR Fund
XLE
$27.3B
$58.1K ﹤0.01%
650
-60
ZM icon
134
Zoom
ZM
$25.2B
$57.2K ﹤0.01%
684
-800
EBAY icon
135
eBay
EBAY
$37.4B
$54.7K ﹤0.01%
600
+189
XLB icon
136
Materials Select Sector SPDR Fund
XLB
$5.17B
$53.1K ﹤0.01%
593
LMT icon
137
Lockheed Martin
LMT
$106B
$52.1K ﹤0.01%
+106
LLY icon
138
Eli Lilly
LLY
$963B
$48K ﹤0.01%
66
+31
HEZU icon
139
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$636M
$47.6K ﹤0.01%
1,130
EMQQ icon
140
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$378M
$42.3K ﹤0.01%
911
+122
CHIQ icon
141
Global X MSCI China Consumer Discretionary ETF
CHIQ
$220M
$39.5K ﹤0.01%
1,632
+85
USMV icon
142
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$34.1K ﹤0.01%
359
B
143
Barrick Mining
B
$69.8B
$33.1K ﹤0.01%
1,000
-17,950
XLF icon
144
Financial Select Sector SPDR Fund
XLF
$52.3B
$29.9K ﹤0.01%
555
-165
CMG icon
145
Chipotle Mexican Grill
CMG
$45.6B
$27.9K ﹤0.01%
+700
WYNN icon
146
Wynn Resorts
WYNN
$13.4B
$26.5K ﹤0.01%
200
+39
SPLV icon
147
Invesco S&P 500 Low Volatility ETF
SPLV
$7.64B
$14.4K ﹤0.01%
196
EIDO icon
148
iShares MSCI Indonesia ETF
EIDO
$319M
$11.3K ﹤0.01%
643
EWT icon
149
iShares MSCI Taiwan ETF
EWT
$6.83B
$7.25K ﹤0.01%
114
MCD icon
150
McDonald's
MCD
$222B
$4.54K ﹤0.01%
15
-8
4 5
6
7 8