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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
+1.29%
1 Year Est. Return
+1.39%
3 Year Est. Return
+56.98%
5 Year Est. Return
+73.83%
10 Year Est. Return
–
AUM
$5.65B
AUM Growth
-$53.6M
Cap. Flow
-$105M
Cap. Flow %
-1.87%
Top 10 Hldgs %
72.54%
Holding
177
New
23
Increased
71
Reduced
49
Closed
10

Top Buys

1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$67.3M
2
NEM icon
Newmont
NEM
+$17.2M
3
GLD icon
SPDR Gold Trust
GLD
+$12.2M
4
ALLW
State Street Bridgewater All Weather ETF
ALLW
+$6.86M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$5.12M

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$89.8M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$84.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$72.7M
4
APD icon
Air Products & Chemicals
APD
+$15.9M
5
GOOG icon
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
UBER icon
176
Uber
UBER
$147B
– –
-1,111
Closed -$111K
WYNN icon
177
Wynn Resorts
WYNN
$9.95B
– –
-200
Closed -$26.5K
4 5 6 7
8

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FFB
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