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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
-14.28%
1 Year Est. Return
+1.39%
3 Year Est. Return
+56.98%
5 Year Est. Return
+73.83%
10 Year Est. Return
–
AUM
$4.92B
AUM Growth
-$728M
Cap. Flow
+$277M
Cap. Flow %
5.63%
Top 10 Hldgs %
67.63%
Holding
188
New
23
Increased
78
Reduced
47
Closed
20

Top Buys

1
PSNY icon
Polestar Automotive Holding UK
PSNY
+$187M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$66.4M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$62M
4
APH icon
Amphenol
APH
+$31.9M
5
GLD icon
SPDR Gold Trust
GLD
+$19.4M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$71.1M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$67.8M
3
UNH icon
UnitedHealth
UNH
+$33.8M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$14.6M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.75M

Sector Composition

1 Financials 42.24%
2 Technology 8.47%
3 Consumer Discretionary 5.73%
4 Communication Services 2.55%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
151
IBM
IBM
$273B
$47.3K ﹤0.01%
195
-169
-46% -$45.7K
XLF icon
152
State Street Financial Select Sector SPDR ETF
XLF
$54.6B
$40.3K ﹤0.01%
817
+263
+47% +$13.7K
BA icon
153
Boeing
BA
$170B
$39.8K ﹤0.01%
+200
New +$45.5K
SHOP icon
154
Shopify
SHOP
$162B
$38.8K ﹤0.01%
327
-846
-72% -$111K
FCPI icon
155
Fidelity Stocks for Inflation ETF
FCPI
$277M
$34.3K ﹤0.01%
705
-1,682
-70% -$84.8K
CCL icon
156
Carnival Corporation Ltd
CCL
$36.4B
$31.7K ﹤0.01%
1,226
+84
+7% +$2.45K
CHIQ icon
157
Global X MSCI China Consumer Discretionary ETF
CHIQ
$121M
$31.1K ﹤0.01%
1,562
-120
-7% -$2.49K
EMQQ icon
158
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$264M
$29K ﹤0.01%
876
-60
-6% -$2.24K
EIDO icon
159
iShares MSCI Indonesia ETF
EIDO
$456M
$14.3K ﹤0.01%
905
+262
+41% +$4.58K
ZS icon
160
Zscaler
ZS
$22.9B
$14K ﹤0.01%
100
-115
-53% -$20.4K
XLI icon
161
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$11.6K ﹤0.01%
72
+69
+2,300% +$11.6K
EWT icon
162
iShares MSCI Taiwan ETF
EWT
$10.4B
$8.09K ﹤0.01%
114
– –
LLY icon
163
Eli Lilly
LLY
$1.05T
$7.36K ﹤0.01%
8
-222
-97% -$225K
MCD icon
164
McDonald's
MCD
$194B
$4.66K ﹤0.01%
15
– –
THD icon
165
iShares MSCI Thailand ETF
THD
$358M
$4.44K ﹤0.01%
+64
New +$4.23K
EWZ icon
166
iShares MSCI Brazil ETF
EWZ
$9.14B
$4.42K ﹤0.01%
+115
New +$4.2K
USMV icon
167
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$927 ﹤0.01%
10
-349
-97% -$33.1K
AFL icon
168
Aflac
AFL
$62.8B
– –
-852
Closed -$93.7K
ALB icon
169
Albemarle
ALB
$14.8B
– –
-1,810
Closed -$262K
AMD icon
170
Advanced Micro Devices
AMD
$871B
– –
0
– –
APD icon
171
Air Products & Chemicals
APD
$67.2B
– –
-8,286
Closed -$2.05M
ASML icon
172
ASML
ASML
$665B
– –
-160
Closed -$171K
CDNS icon
173
Cadence Design Systems
CDNS
$104B
– –
-200
Closed -$63.5K
FCX icon
174
Freeport-McMoran
FCX
$86.2B
– –
-1,000
Closed -$51.5K
GLW icon
175
Corning
GLW
$158B
– –
-1,900
Closed -$169K
4 5 6
7
8

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