SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $4.92B
1-Year Est. Return 1.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.7B
AUM Growth
-$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$20M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.3M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.79M

Top Sells

1
+$401M
2
+$163M
3
+$139M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$48.8M
5
AVGO icon
Broadcom
AVGO
+$8.01M

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
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-1,460
177
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0
178
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-1,675
179
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-2,100
180
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-595
181
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-290
182
– –
-1,100,000
183
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-5,091
4 5 6 7
8