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
$976M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$19.5M
3
+$2.98M
4
AVGO icon
Broadcom
AVGO
+$1.99M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M

Top Sells

1
+$184M
2
+$47.2M
3
+$5.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.84M
5
APD icon
Air Products & Chemicals
APD
+$2.2M

Sector Composition

1 Financials 9.48%
2 Technology 1.82%
3 Consumer Staples 1.51%
4 Consumer Discretionary 1.09%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
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