SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.53B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$474M
2
+$138M
3
+$103M
4
ARES icon
Ares Management
ARES
+$78.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$76.2M

Top Sells

1
+$527M
2
+$298M
3
+$218M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$143M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19M

Sector Composition

1 Financials 21.48%
2 Technology 8.03%
3 Healthcare 0.85%
4 Consumer Discretionary 0.75%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
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