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
$1.23B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$27.9M
3
+$7.55M
4
AMD icon
Advanced Micro Devices
AMD
+$6.28M
5
NVDA icon
NVIDIA
NVDA
+$5.82M

Top Sells

1
+$123M
2
+$57.9M
3
+$9.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.86M

Sector Composition

1 Financials 23.63%
2 Technology 3.52%
3 Healthcare 1.03%
4 Consumer Staples 1%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-237
127
– –
-160
128
– –
-3,242
2 3 4 5
6