SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
This Quarter Return
-17.36%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$3.5B
AUM Growth
+$3.5B
(+4.9%)
Cap. Flow
+$905M
Cap. Flow
% of AUM
25.87%
Top 10 Holdings %
Top 10 Hldgs %
67.25%
Holding
176
New
15
Increased
60
Reduced
66
Closed
19
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$530M |
| 2 |
Invesco QQQ Trust
QQQ
|
$221M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$74.3M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$59.4M |
| 5 |
SPDR Gold Trust
GLD
|
$23.6M |
Top Sells
Sector Composition
| 1 | Financials | 33.56% |
| 2 | Technology | 5.98% |
| 3 | Consumer Discretionary | 1.83% |
| 4 | Healthcare | 1.67% |
| 5 | Communication Services | 1.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Applied Materials
AMAT
$124B
| – | – |
-3,080
| Closed | -$418K |
|