SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$177M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$46.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.85M

Top Sells

1
+$162M
2
+$18.2M
3
+$2.52M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.19M
5
AET
Aetna Inc
AET
+$2.08M

Sector Composition

1 Financials 8.23%
2 Consumer Discretionary 4.96%
3 Consumer Staples 1.11%
4 Technology 1.04%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
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