SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$5.65B
1-Year Est. Return
5.45%
This Fund
S&P 500
1 Year Est. Return
+5.45%
AUM
$5.65B
AUM Growth
-$53.6M
(-0.94%)
Holding
177
Top Buys
| 1 | +$67.3M | |
| 2 | +$17.2M | |
| 3 | +$12.2M | |
| 4 |
ALLW
SPDR Bridgewater All Weather ETF
ALLW
|
+$6.86M |
| 5 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$5.12M |
Top Sells
| 1 | +$89.8M | |
| 2 | +$84.5M | |
| 3 | +$72.7M | |
| 4 |
Air Products & Chemicals
APD
|
+$15.9M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$5.92M |
Sector Composition
| 1 | Financials | 52.49% |
| 2 | Technology | 7.38% |
| 3 | Communication Services | 2.32% |
| 4 | Healthcare | 1.64% |
| 5 | Consumer Discretionary | 1.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Uber
UBER
$155B
| – | – |
-1,111
|
|
||
177
Wynn Resorts
WYNN
$11.2B
| – | – |
-200
|
|