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
$844M
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$179M
3
+$19.5M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.21M
5
AMAT icon
Applied Materials
AMAT
+$5.76M

Top Sells

1
+$65.7M
2
+$11.6M
3
+$2.87M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.16M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.05M

Sector Composition

1 Financials 8.41%
2 Technology 2.49%
3 Consumer Staples 0.99%
4 Consumer Discretionary 0.62%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,265
127
– –
-1,800
128
– –
-3,722
129
– –
-53
2 3 4 5
6