SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
+0.8%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$3.1B
AUM Growth
+$3.1B
(-1.1%)
Cap. Flow
-$53.2M
Cap. Flow
% of AUM
-1.71%
Top 10 Holdings %
Top 10 Hldgs %
74.91%
Holding
157
New
4
Increased
74
Reduced
48
Closed
9
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$100M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$59.7M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$45.9M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$19.2M |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$14.4M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$104M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$99.7M |
| 3 |
United States Oil Fund
USO
|
$61.5M |
| 4 |
iShares US Home Construction ETF
ITB
|
$20.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$12.2M |
Sector Composition
| 1 | Financials | 48.13% |
| 2 | Technology | 6.28% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Communication Services | 1.67% |
| 5 | Healthcare | 1.44% |
