SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
+0.58%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$2.33B
AUM Growth
+$2.33B
(-33%)
Cap. Flow
-$1.11B
Cap. Flow
% of AUM
-47.49%
Top 10 Holdings %
Top 10 Hldgs %
67.38%
Holding
168
New
7
Increased
39
Reduced
86
Closed
17
Top Buys
| 1 |
United States Oil Fund
USO
|
$26.8M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$6.39M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$6.34M |
| 4 |
Invesco Solar ETF
TAN
|
$6.26M |
| 5 |
Advanced Micro Devices
AMD
|
$5.85M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$504M |
| 2 |
Invesco QQQ Trust
QQQ
|
$212M |
| 3 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
$112M |
| 4 |
iShares MSCI China ETF
MCHI
|
$81.5M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$74.3M |
Sector Composition
| 1 | Financials | 53.34% |
| 2 | Technology | 7.19% |
| 3 | Healthcare | 1.95% |
| 4 | Communication Services | 1.58% |
| 5 | Consumer Discretionary | 1.46% |
