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
$3.14B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$91.7M
3
+$26.2M
4
ITB icon
iShares US Home Construction ETF
ITB
+$18.3M
5
AMD icon
Advanced Micro Devices
AMD
+$9.52M

Top Sells

1
+$333M
2
+$165M
3
+$88.1M
4
VTS icon
Vitesse Energy
VTS
+$23.4M
5
AMZN icon
Amazon
AMZN
+$21.3M

Sector Composition

1 Financials 44.58%
2 Technology 7.41%
3 Communication Services 2%
4 Consumer Discretionary 1.88%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-974,038
152
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-10,500,000
153
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0
154
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0
155
– –
-380
156
– –
-10,056
157
– –
0
158
– –
-155,000
3 4 5 6
7