SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
+4.95%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$1.23B
AUM Growth
+$1.23B
(+26%)
Cap. Flow
-$228M
Cap. Flow
% of AUM
-18.56%
Top 10 Holdings %
Top 10 Hldgs %
82.01%
Holding
128
New
27
Increased
19
Reduced
51
Closed
17
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$99.8M |
| 2 |
SPDR Gold Trust
GLD
|
$92.3M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$9.58M |
| 4 |
Advanced Micro Devices
AMD
|
$9.07M |
| 5 |
NVIDIA
NVDA
|
$5.98M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Verizon
VZ
$186B
| – | – |
-237
| Closed | -$12K |
|
127
Technology Select Sector SPDR Fund
XLK
$83.9B
| – | – |
-80
| Closed | -$6K |
|
|
XLNX
128
DELISTED
Xilinx Inc
XLNX
| – | – |
-3,242
| Closed | -$211K |
|