SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
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
+$403M
2
+$139M
3
+$48.8M
4
GLD icon
SPDR Gold Trust
GLD
+$14.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.91M

Top Sells

1
+$371M
2
+$250M
3
+$5.21M
4
AVGO icon
Broadcom
AVGO
+$4.39M
5
NVDA icon
NVIDIA
NVDA
+$3.35M

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
EMQQ icon
151
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$387M
$32.9K ﹤0.01%
789
+679
CHIQ icon
152
Global X MSCI China Consumer Discretionary ETF
CHIQ
$243M
$32.7K ﹤0.01%
1,547
+1,347
EBAY icon
153
eBay
EBAY
$39.7B
$30.3K ﹤0.01%
411
+250
MS icon
154
Morgan Stanley
MS
$270B
$28.1K ﹤0.01%
+200
LLY icon
155
Eli Lilly
LLY
$911B
$27.1K ﹤0.01%
+35
OKTA icon
156
Okta
OKTA
$14.9B
$22.3K ﹤0.01%
227
-268
WYNN icon
157
Wynn Resorts
WYNN
$13B
$15.2K ﹤0.01%
+161
SPLV icon
158
Invesco S&P 500 Low Volatility ETF
SPLV
$7.77B
$14.3K ﹤0.01%
196
EIDO icon
159
iShares MSCI Indonesia ETF
EIDO
$320M
$11.3K ﹤0.01%
+643
ADI icon
160
Analog Devices
ADI
$119B
$7.35K ﹤0.01%
+31
MCD icon
161
McDonald's
MCD
$219B
$6.71K ﹤0.01%
+23
EWT icon
162
iShares MSCI Taiwan ETF
EWT
$6.79B
$6.54K ﹤0.01%
+114
UBER icon
163
Uber
UBER
$194B
$458 ﹤0.01%
+5
WMT icon
164
Walmart
WMT
$825B
– –
-4,000
UCON icon
165
First Trust Smith Unconstrained Bond ETF
UCON
$2.98B
– –
-210,426
TWLO icon
166
Twilio
TWLO
$19.5B
– –
-4,000
TSM icon
167
TSMC
TSM
$1.51T
– –
-3,501
PLTR icon
168
Palantir
PLTR
$439B
– –
-1,800
PANW icon
169
Palo Alto Networks
PANW
$144B
– –
0
ON icon
170
ON Semiconductor
ON
$20.2B
– –
-271
MU icon
171
Micron Technology
MU
$275B
– –
-5,300
MMM icon
172
3M
MMM
$90.9B
– –
-700
LRCX icon
173
Lam Research
LRCX
$203B
– –
-4,750
JBHT icon
174
JB Hunt Transport Services
JBHT
$16.1B
– –
-37
IWF icon
175
iShares Russell 1000 Growth ETF
IWF
$126B
– –
-691,000
4 5 6
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