SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
+8.48%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$2.64B
AUM Growth
+$2.64B
(+13%)
Cap. Flow
+$121M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
65.54%
Holding
160
New
7
Increased
45
Reduced
77
Closed
9
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$46M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$29.5M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$28.4M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$19.1M |
| 5 |
United States Oil Fund
USO
|
$15.1M |
Top Sells
Sector Composition
| 1 | Financials | 52.25% |
| 2 | Technology | 7.46% |
| 3 | Communication Services | 1.87% |
| 4 | Healthcare | 1.76% |
| 5 | Consumer Discretionary | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Boeing
BA
$176B
| – | – |
0
| – | – |
|
152
Alibaba
BABA
$325B
| – | – |
0
| – | – |
|
153
McDonald's
MCD
$226B
| – | – |
0
| – | – |
|
154
Palo Alto Networks
PANW
$128B
| – | – |
0
| – | – |
|
155
Invesco Solar ETF
TAN
$722M
| – | – |
-85,000
| Closed | -$6.26M |
|
156
Visa
V
$681B
| – | – |
0
| – | – |
|
157
Wynn Resorts
WYNN
$13.1B
| – | – |
-1,450
| Closed | -$93K |
|
158
Energy Select Sector SPDR Fund
XLE
$27.1B
| – | – |
-88,000
| Closed | -$6.34M |
|
159
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| – | – |
-55,000
| Closed | -$7.84M |
|
160
Zoetis
ZTS
$67.6B
| – | – |
-118
| Closed | -$18K |
|