SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
-6.37%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$3.34B
AUM Growth
+$3.34B
(-2.1%)
Cap. Flow
+$150M
Cap. Flow
% of AUM
4.51%
Top 10 Holdings %
Top 10 Hldgs %
63.4%
Holding
175
New
14
Increased
71
Reduced
61
Closed
13
Top Buys
| 1 |
H&R Block
HRB
|
$59.5M |
| 2 |
Shopify
SHOP
|
$32.6M |
| 3 |
Teladoc Health
TDOC
|
$29.8M |
| 4 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
$23.2M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$23M |
Top Sells
Sector Composition
| 1 | Financials | 47.39% |
| 2 | Technology | 10.56% |
| 3 | Consumer Discretionary | 2.94% |
| 4 | Healthcare | 2.54% |
| 5 | Communication Services | 2.38% |
