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
$6.13B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$395M
2
+$122M
3
+$40.8M
4
GLD icon
SPDR Gold Trust
GLD
+$14.6M
5
UNH icon
UnitedHealth
UNH
+$7.04M

Top Sells

1
+$344M
2
+$250M
3
+$5.21M
4
AVGO icon
Broadcom
AVGO
+$3.46M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.83M

Sector Composition

1 Financials 49.53%
2 Technology 6.22%
3 Communication Services 1.7%
4 Consumer Discretionary 1.33%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32.9K ﹤0.01%
789
+679
152
$32.7K ﹤0.01%
1,547
+1,347
153
$30.3K ﹤0.01%
411
+250
154
$28.1K ﹤0.01%
+200
155
$27.1K ﹤0.01%
+35
156
$22.3K ﹤0.01%
227
-268
157
$15.2K ﹤0.01%
+161
158
$14.3K ﹤0.01%
196
159
$11.3K ﹤0.01%
+643
160
$7.35K ﹤0.01%
+31
161
$6.71K ﹤0.01%
+23
162
$6.54K ﹤0.01%
+114
163
$458 ﹤0.01%
+5
164
– –
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165
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167
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169
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170
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171
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0
172
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173
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174
– –
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175
– –
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4 5 6
7
8