SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
-0.13%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$1.09B
AUM Growth
+$322M
(+42%)
Cap. Flow
+$425M
Cap. Flow
% of AUM
39.09%
Top 10 Holdings %
Top 10 Hldgs %
84.77%
Holding
144
New
43
Increased
47
Reduced
14
Closed
22
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$184M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$177M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$148M |
| 4 |
Amazon
AMZN
|
$46.9M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$9.85M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$162M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$18.2M |
| 3 |
Intel
INTC
|
$2.52M |
| 4 |
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% |
