SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
1-Year Return
23.97%
This Quarter Return
+8.24%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$4.53B
AUM Growth
+$322M
(+7.6%)
Cap. Flow
+$61.3M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
62.39%
Holding
162
New
10
Increased
86
Reduced
36
Closed
13
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$474M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$138M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$103M |
| 4 |
Ares Management
ARES
|
$78.5M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$76.2M |
Top Sells
Sector Composition
| 1 | Financials | 21.48% |
| 2 | Technology | 8.03% |
| 3 | Healthcare | 0.85% |
| 4 | Consumer Discretionary | 0.75% |
| 5 | Communication Services | 0.71% |
