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
$5.46B
AUM Growth
-$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.4M
3
+$8.32M
4
GLD icon
SPDR Gold Trust
GLD
+$7.84M
5
MSFT icon
Microsoft
MSFT
+$6.87M

Top Sells

1
+$389M
2
+$389M
3
+$131M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$129M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$105M

Sector Composition

1 Financials 48.48%
2 Technology 5.15%
3 Communication Services 1.53%
4 Healthcare 1.35%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3 4 5 6
7