SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.65B
1-Year Est. Return 5.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.04B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$284M
3
+$188M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$186M
5
GLD icon
SPDR Gold Trust
GLD
+$101M

Top Sells

1
+$268M
2
+$119M
3
+$85.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$69.2M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$33.1M

Sector Composition

1 Financials 16.71%
2 Technology 7.25%
3 Consumer Discretionary 0.53%
4 Healthcare 0.48%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-870,000
152
– –
-3,350
153
– –
-440,000
3 4 5 6
7