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
$4.53B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$449M
2
+$137M
3
+$100M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$72.3M
5
ARES icon
Ares Management
ARES
+$69M

Top Sells

1
+$527M
2
+$293M
3
+$212M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.6M

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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