SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
1-Year Return
23.97%
This Quarter Return
+12.38%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$3.18B
AUM Growth
+$547M
(+21%)
Cap. Flow
+$238M
Cap. Flow
% of AUM
7.48%
Top 10 Holdings %
Top 10 Hldgs %
72.46%
Holding
156
New
7
Increased
56
Reduced
66
Closed
6
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$323M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$88.1M |
| 3 |
Vitesse Energy
VTS
|
$23.5M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$20.2M |
| 5 |
Amazon
AMZN
|
$18M |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$44.4M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$29.5M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$28.5M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$28.1M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$26.7M |
Sector Composition
| 1 | Financials | 49.09% |
| 2 | Technology | 6.48% |
| 3 | Consumer Discretionary | 2.19% |
| 4 | Communication Services | 2.11% |
| 5 | Healthcare | 1.35% |
