SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$5.7B
1-Year Est. Return
12.99%
1 Year Est. Return
+12.99%
AUM
$5.7B
AUM Growth
-$425M
(-6.9%)
Holding
183
Top Buys
| 1 | +$141M | |
| 2 | +$19.5M | |
| 3 | +$13.2M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$11.5M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$8.8M |
Top Sells
| 1 | +$407M | |
| 2 | +$170M | |
| 3 | +$139M | |
| 4 |
iShares MSCI South Korea ETF
EWY
|
+$48.8M |
| 5 |
Broadcom
AVGO
|
+$8.62M |
Sector Composition
| 1 | Financials | 51.98% |
| 2 | Technology | 7.36% |
| 3 | Communication Services | 2.12% |
| 4 | Consumer Discretionary | 1.57% |
| 5 | Healthcare | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Occidental Petroleum
OXY
$41.4B
| – | – |
-1,200
|
|
||
177
Palo Alto Networks
PANW
$133B
| – | – |
0
|
|
||
178
PayPal
PYPL
$58.7B
| – | – |
-1,460
|
|
||
179
Starbucks
SBUX
$99.1B
| – | – |
0
|
|
||
180
Target
TGT
$41B
| – | – |
-2,100
|
|
||
181
Vertiv
VRT
$68.7B
| – | – |
-595
|
|
||
182
Workday
WDAY
$56.7B
| – | – |
-290
|
|
||
183
Technology Select Sector SPDR Fund
XLK
$93.6B
| – | – |
-550,000
|
|