SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.65B
1-Year Est. Return 5.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$38.5M
3
+$24.7M
4
MBB icon
iShares MBS ETF
MBB
+$22.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$19.9M

Top Sells

1
+$220M
2
+$110M
3
+$41.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.88M
5
DDD icon
3D Systems Corp
DDD
+$3.83M

Sector Composition

1 Financials 13.55%
2 Consumer Staples 1.84%
3 Consumer Discretionary 1.57%
4 Technology 1.4%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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