SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$5.7B
1-Year Est. Return
12.99%
1 Year Est. Return
+12.99%
AUM
$6.13B
AUM Growth
+$669M
(+12%)
Holding
184
Top Buys
| 1 | +$403M | |
| 2 | +$139M | |
| 3 | +$48.8M | |
| 4 |
SPDR Gold Trust
GLD
|
+$14.7M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$6.91M |
Top Sells
| 1 | +$371M | |
| 2 | +$250M | |
| 3 | +$5.21M | |
| 4 |
Broadcom
AVGO
|
+$4.39M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Palantir
PLTR
$431B
| – | – |
-1,800
|
|
||
177
Twilio
TWLO
$21.9B
| – | – |
-4,000
|
|
||
178
First Trust Smith Unconstrained Bond ETF
UCON
$3.18B
| – | – |
-210,426
|
|
||
179
Walmart Inc
WMT
$892B
| – | – |
-4,000
|
|
||
180
Arm
ARM
$118B
| – | – |
-3,516
|
|
||
181
Carnival Corp
CCL
$40.4B
| – | – |
-250
|
|
||
182
Walt Disney
DIS
$205B
| – | – |
-2,400
|
|
||
183
Corning
GLW
$76.2B
| – | – |
-5,900
|
|
||
184
TSMC
TSM
$1.55T
| – | – |
-3,501
|
|