Sumitomo Mitsui Financial Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
+$104M |
| 2 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$19.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.96M |
| 4 |
Broadcom
AVGO
|
+$1.99M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$1.93M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$184M |
| 2 |
Amazon
AMZN
|
+$47.2M |
| 3 |
SPDR Gold Trust
GLD
|
+$5.82M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.83M |
| 5 |
Air Products & Chemicals
APD
|
+$2.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 83.82% |
| 2 | Financials | 9.48% |
| 3 | Technology | 1.84% |
| 4 | Consumer Staples | 1.51% |
| 5 | Consumer Discretionary | 1.09% |
Similar funds
Sumitomo Mitsui Financial Group's Q2 2018 Portfolio in Review
As of Q2 2018, Sumitomo Mitsui Financial Group held 150 positions worth $976M, down 10% from $1.09B the previous quarter. Its ten largest holdings account for 85% of the portfolio.
Sumitomo Mitsui Financial Group withdrew a net $106M in Q2 2018, closing 48 positions and reducing 25 holdings. Its most notable exit was State Street SPDR S&P MIDCAP 400 ETF Trust, an estimated $184M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, up from 83% a quarter earlier, followed by Financials and Technology.
Against the trend, Sumitomo Mitsui Financial Group opened a new position in iShares Interest Rate Hedged Corporate Bond ETF worth $103M.
- Sumitomo Mitsui Financial Group's largest Q2 2018 buy was iShares Interest Rate Hedged Corporate Bond ETF: 1,080,000 shares worth $103M.
- Sumitomo Mitsui Financial Group added most to State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2018, an estimated $19.6M increase.
- Sumitomo Mitsui Financial Group's biggest Q2 2018 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $2.83M.
- Sumitomo Mitsui Financial Group fully exited State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018, selling an estimated $184M.
- Sumitomo Mitsui Financial Group's ten largest holdings make up 85% of its $976M portfolio in Q2 2018.
- Sumitomo Mitsui Financial Group opened 29 new positions and closed 48 in Q2 2018.
- Sumitomo Mitsui Financial Group's portfolio value fell 10% quarter-over-quarter to $976M.
Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2018, filed 14 Aug 2018.