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
$3.18B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$319M
2
+$86.1M
3
+$21.3M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$19.8M
5
AMZN icon
Amazon
AMZN
+$17M

Top Sells

1
+$40.8M
2
+$29.5M
3
+$28.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$28.7M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$28.2M

Sector Composition

1 Financials 49.09%
2 Technology 6.48%
3 Consumer Discretionary 2.19%
4 Communication Services 2.11%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
0
152
– –
0
153
– –
-1,400
154
– –
0
155
– –
-85,000
156
– –
-4,050
3 4 5 6
7