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SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $4.92B
1-Year Est. Return 1.39%
This Fund
S&P 500
This Quarter Est. Return
+3.3%
1 Year Est. Return
+1.39%
3 Year Est. Return
+56.98%
5 Year Est. Return
+73.83%
10 Year Est. Return
–
AUM
$5.7B
AUM Growth
-$425M
Cap. Flow
-$536M
Cap. Flow %
-9.41%
Top 10 Hldgs %
75.06%
Holding
183
New
12
Increased
67
Reduced
56
Closed
24

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$135M
2
KW
Kennedy-Wilson Holdings
KW
+$20M
3
GLD icon
SPDR Gold Trust
GLD
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.3M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.79M

Top Sells

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$401M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$163M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$139M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$48.8M
5
AVGO icon
Broadcom
AVGO
+$8.01M

Sector Composition

1 Financials 51.98%
2 Technology 7.36%
3 Communication Services 2.12%
4 Consumer Discretionary 1.57%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
126
Caterpillar
CAT
$430B
$104K ﹤0.01%
+221
New +$94.3K
PLTR icon
127
Palantir
PLTR
$321B
$88.7K ﹤0.01%
+496
New +$80.4K
KLAC icon
128
KLA
KLAC
$301B
$85.1K ﹤0.01%
800
-2,700
-77% -$252K
MRVL icon
129
Marvell Technology
MRVL
$200B
$82.4K ﹤0.01%
1,000
-2,860
-74% -$211K
CRM icon
130
Salesforce
CRM
$137B
$79.2K ﹤0.01%
+323
New +$81.5K
ARM icon
131
Arm
ARM
$300B
$74.4K ﹤0.01%
+532
New +$77.5K
OKTA icon
132
Okta
OKTA
$26.9B
$72.6K ﹤0.01%
773
+546
+241% +$51K
XLE icon
133
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$58.1K ﹤0.01%
1,300
-120
-8% -$5.25K
ZM icon
134
Zoom
ZM
$26.7B
$57.2K ﹤0.01%
684
-800
-54% -$62.4K
EBAY icon
135
eBay
EBAY
$50B
$54.7K ﹤0.01%
600
+189
+46% +$16.7K
XLB icon
136
State Street Materials Select Sector SPDR ETF
XLB
$8.36B
$53.1K ﹤0.01%
1,186
– –
LMT icon
137
Lockheed Martin
LMT
$119B
$52.1K ﹤0.01%
+106
New +$48.1K
LLY icon
138
Eli Lilly
LLY
$1.03T
$48K ﹤0.01%
66
+31
+89% +$23.1K
HEZU icon
139
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$569M
$47.6K ﹤0.01%
1,130
– –
EMQQ icon
140
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$264M
$42.3K ﹤0.01%
911
+122
+15% +$5.24K
CHIQ icon
141
Global X MSCI China Consumer Discretionary ETF
CHIQ
$122M
$39.5K ﹤0.01%
1,632
+85
+5% +$1.9K
USMV icon
142
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$34.1K ﹤0.01%
359
– –
B
143
Barrick Mining
B
$61.1B
$33.1K ﹤0.01%
1,000
-17,950
-95% -$455K
XLF icon
144
State Street Financial Select Sector SPDR ETF
XLF
$54.7B
$29.9K ﹤0.01%
555
-165
-23% -$8.74K
CMG icon
145
Chipotle Mexican Grill
CMG
$46.7B
$27.9K ﹤0.01%
+700
New +$31.5K
WYNN icon
146
Wynn Resorts
WYNN
$9.95B
$26.5K ﹤0.01%
200
+39
+24% +$4.5K
SPLV icon
147
Invesco S&P 500 Low Volatility ETF
SPLV
$7.13B
$14.4K ﹤0.01%
196
– –
EIDO icon
148
iShares MSCI Indonesia ETF
EIDO
$460M
$11.3K ﹤0.01%
643
– –
EWT icon
149
iShares MSCI Taiwan ETF
EWT
$10.4B
$7.25K ﹤0.01%
114
– –
MCD icon
150
McDonald's
MCD
$191B
$4.54K ﹤0.01%
15
-8
-35% -$2.44K
4 5
6
7 8

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