SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
1-Year Est. Return
23.97%
1 Year Est. Return
+23.97%
AUM
$5.46B
AUM Growth
-$2.05B
(-27%)
Holding
162
Top Buys
| 1 | +$15.6M | |
| 2 | +$13.6M | |
| 3 | +$8.54M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.41M |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$6.63M |
Top Sells
| 1 | +$369M | |
| 2 | +$359M | |
| 3 | +$129M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$125M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$106M |
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 | |
|---|---|---|---|---|---|---|
151
Salesforce
CRM
$231B
| – | – |
0
|
|
||
|
B
152
Barrick Mining
B
$56.9B
| – | – |
0
|
|
||
153
Goldman Sachs
GS
$232B
| – | – |
0
|
|
||
154
iShares Russell 1000 ETF
IWB
$44.7B
| – | – |
-400,000
|
|
||
155
Marvell Technology
MRVL
$75.8B
| – | – |
-750
|
|
||
156
Palo Alto Networks
PANW
$141B
| – | – |
0
|
|
||
157
Shopify
SHOP
$205B
| – | – |
-322
|
|
||
158
Uber
UBER
$192B
| – | – |
0
|
|
||
159
Visa
V
$664B
| – | – |
-224
|
|
||
160
Industrial Select Sector SPDR Fund
XLI
$23.4B
| – | – |
-458,000
|
|
||
161
Technology Select Sector SPDR Fund
XLK
$93.7B
| – | – |
-305,000
|
|
||
162
Zoom
ZM
$23.9B
| – | – |
-300
|
|