SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
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
+$323M
2
+$88.1M
3
+$23.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$20.2M
5
AMZN icon
Amazon
AMZN
+$18M

Top Sells

1
+$44.4M
2
+$29.5M
3
+$28.5M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$28.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$26.7M

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
– –
-597,222
152
– –
-30,600
153
– –
0
154
– –
0
155
– –
0
156
– –
-300,000
3 4 5 6
7