Sumitomo Mitsui Financial Group, Inc.
CIK Number: 0001022837
5.46B
Market Value
133
# of Holdings
14 months
Avg. Holding Period
30.56%
Win Rate
24.09%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management... | 166.96 | +0.24% | 13.36M | 0.00% | 2.37B | 33.95 | 31.51% |
| 2 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 1.97M | +419.10% | 1.16B | 571.57 | 15.40% |
| 3 | JEF | Jefferies Finan... | 53.85 | +3.16% | 9.25M | 0.00% | 724.97M | 61.55 | 9.66% |
| 4 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 1.1M | +1.83K% | 565.3M | 504.16 | 7.53% |
| 5 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 736.09K | +4.45K% | 398.18M | 535.56 | 5.30% |
| 6 | IWF | iShares Russell... | 409.82 | +1.05% | 691K | +100.00% | 279.99M | 401.58 | 3.73% |
| 7 | LQD | iShares iBoxx $... | 107.60 | -0.18% | 1.72M | +157.69% | 183.91M | 108.79 | 2.45% |
| 8 | IWB | iShares Russell... | 329.80 | +0.60% | 400K | +100.00% | 129.36M | 322.16 | 1.72% |
| 9 | CME | CME Group Inc. | 267.37 | -0.79% | 471.85K | 0.00% | 109.58M | 118.8 | 1.46% |
| 10 | AGG | iShares Core U.... | 97.78 | -0.19% | 1.05M | +9.54% | 101.49M | 99.31 | 1.35% |
| 11 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 399.95K | +9.01% | 96.84M | 191.11 | 1.29% |
| 12 | XLK | Technology Sele... | 242.79 | +1.51% | 305K | 0.00% | 71.51M | 225.76 | 0.95% |
| 13 | IEF | iShares 7-10 Ye... | 94.03 | -0.28% | 753.55K | +5.81% | 69.67M | 101.14 | 0.93% |
| 14 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 485.03K | -2.3% | 65.17M | 15.35 | 0.87% |
| 15 | XLI | Industrial Sele... | 143.49 | +0.59% | 458K | +100.00% | 60.42M | 131.76 | 0.80% |
| 16 | XLF | Financial Selec... | 50.48 | +1.03% | 1.23M | +728.89K% | 59.48M | 48.33 | 0.79% |
| 17 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 247.59K | -1.14% | 57.42M | 52.08 | 0.76% |
| 18 | IGV | iShares Expande... | 107.30 | +0.97% | 564.86K | +1.06K% | 56.98M | 97.48 | 0.76% |
| 19 | HYG | iShares iBoxx $... | 79.53 | +0.21% | 618.36K | +0.71% | 48.63M | 85.29 | 0.65% |
| 20 | ANET | Arista Networks... | 95.01 | +2.88% | 396.83K | +100.00% | 43.86M | 110.53 | 0.58% |
| 21 | IGSB | iShares 1-5 Yea... | 52.32 | +0.02% | 828.74K | -1.71% | 42.85M | 53.51 | 0.57% |
| 22 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 221.11K | +3.15% | 42.12M | 114.19 | 0.56% |
| 23 | SJNK | SPDR Bloomberg ... | 25.20 | +0.28% | 1.65M | +19.42% | 41.75M | 25.27 | 0.56% |
| 24 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 174.52K | +4.48% | 38.3M | 125.32 | 0.51% |
| 25 | MBB | iShares MBS ETF | 92.42 | -0.14% | 410.73K | +6.53% | 37.66M | 104.52 | 0.50% |
| 26 | META | Meta Platforms,... | 701.33 | +2.70% | 63.43K | +1.79% | 37.14M | 225.62 | 0.49% |
| 27 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 87.56K | +3.09% | 36.9M | 257.05 | 0.49% |
| 28 | TLT | iShares 20+ Yea... | 85.54 | -0.92% | 356.83K | +28.09% | 31.16M | 98.89 | 0.42% |
| 29 | PFF | iShares Preferr... | 30.21 | +0.17% | 784.98K | +5.49% | 24.68M | 37.93 | 0.33% |
| 30 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 102.23K | +7.69% | 24.51M | 145.3 | 0.33% |
| 31 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 44.17K | +5.92% | 22.35M | 393.27 | 0.30% |
| 32 | INTU | Intuit Inc. | 767.56 | +1.80% | 34.05K | +7.19% | 21.4M | 505.12 | 0.29% |
| 33 | BAB | Invesco Taxable... | 26.16 | -0.48% | 751.98K | +0.99% | 19.66M | 31.74 | 0.26% |
| 34 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 17.35K | +100.00% | 17.78M | 1025.11 | 0.24% |
| 35 | GWW | W.W. Grainger, ... | 1070.09 | +0.55% | 16.84K | +0.89% | 17.75M | 491.86 | 0.24% |
| 36 | DHI | D.R. Horton, In... | 123.39 | +0.25% | 114.11K | +3.69% | 15.95M | 84.96 | 0.21% |
| 37 | APD | Air Products an... | 280.59 | +0.08% | 54.45K | +0.05% | 15.79M | 254.14 | 0.21% |
| 38 | FSLR | First Solar, In... | 175.19 | -0.01% | 86K | -2.31% | 15.16M | 206.07 | 0.20% |
| 39 | AMGN | Amgen Inc. | 295.12 | -0.03% | 55.87K | +6.96% | 14.56M | 234.21 | 0.19% |
| 40 | GOVT | iShares U.S. Tr... | 22.66 | -0.2% | 642.55K | -1.05% | 14.44M | 23.03 | 0.19% |
| 41 | BSX | Boston Scientif... | 101.47 | +1.73% | 150.81K | +100.00% | 13.47M | 89.32 | 0.18% |
| 42 | KO | The Coca-Cola C... | 70.46 | -0.79% | 214.08K | +9.16% | 13.33M | 56.2 | 0.18% |
| 43 | JBHT | J.B. Hunt Trans... | 142.44 | +1.85% | 66.01K | +3.90% | 11.27M | 168.09 | 0.15% |
| 44 | IYR | iShares U.S. Re... | 94.54 | -0.55% | 119.7K | +20.15% | 11.14M | 89.91 | 0.15% |
| 45 | XLP | Consumer Staple... | 81.17 | +0.25% | 121.89K | -0.14% | 9.58M | 69.39 | 0.13% |
| 46 | VGT | Vanguard Inform... | 633.02 | +1.56% | 15.08K | -4.53% | 9.38M | 349.93 | 0.12% |
| 47 | SHV | iShares Short T... | 110.24 | 0.00% | 81.97K | -22.22% | 9.03M | 110.13 | 0.12% |
| 48 | ADM | Archer-Daniels-... | 54.33 | +4.48% | 169.47K | +1.50% | 8.56M | 76.99 | 0.11% |
| 49 | SHY | iShares 1-3 Yea... | 82.40 | -0.01% | 100.68K | -0.77% | 8.25M | 82.35 | 0.11% |
| 50 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 51.27K | -8.04% | 7.88M | 138.67 | 0.10% |
| 51 | XLU | Utilities Selec... | 80.94 | -0.58% | 92.13K | +0.22% | 6.97M | 63.32 | 0.09% |
| 52 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 88.35K | -1.28% | 6.89M | 82.29 | 0.09% |
| 53 | COST | Costco Wholesal... | 984.10 | -0.62% | 7.46K | -0.15% | 6.84M | 421.36 | 0.09% |
| 54 | VCLT | Vanguard Long-T... | 74.01 | -0.41% | 91.43K | +3.30% | 6.84M | 102.12 | 0.09% |
| 55 | ULTA | Ulta Beauty, In... | 471.81 | +2.75% | 14.63K | +8.73% | 6.36M | 453.74 | 0.08% |
| 56 | CIBR | First Trust NAS... | 73.14 | +1.02% | 84.34K | -0.62% | 5.35M | 48.29 | 0.07% |
| 57 | UCON | First Trust TCW... | 24.71 | -0.06% | 216.24K | +155.28% | 5.33M | 24.6 | 0.07% |
| 58 | VT | Vanguard Total ... | 125.97 | +0.81% | 39.64K | -48.71% | 4.66M | 118.22 | 0.06% |
| 59 | HD | The Home Depot,... | 353.06 | -0.45% | 11.85K | -1.45% | 4.61M | 302.34 | 0.06% |
| 60 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 162.89K | +234.75% | 4.45M | 25.6 | 0.06% |
| 61 | SOXX | iShares Semicon... | 227.31 | +2.87% | 20.31K | -12.59% | 4.38M | 156.51 | 0.06% |
| 62 | INDA | iShares MSCI In... | 54.55 | +0.95% | 82.71K | +56.24% | 4.36M | 52 | 0.06% |
| 63 | TXN | Texas Instrumen... | 199.09 | +2.10% | 23.24K | -4.62% | 4.36M | 167.17 | 0.06% |
| 64 | TIP | iShares TIPS Bo... | 108.47 | -0.12% | 40.23K | +20.59% | 4.29M | 119.2 | 0.06% |
| 65 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 50.12K | +3.33% | 4.02M | 93.48 | 0.05% |
| 66 | IYE | iShares U.S. En... | 46.41 | -1.01% | 86.11K | -7.85% | 3.92M | 26.61 | 0.05% |
| 67 | IEI | iShares 3-7 Yea... | 117.61 | -0.12% | 33.6K | +13.89% | 3.88M | 116.68 | 0.05% |
| 68 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 24.08K | -9.17% | 3.66M | 160.23 | 0.05% |
| 69 | SKYY | First Trust Clo... | 117.42 | +1.53% | 29.27K | -0.42% | 3.49M | 73.15 | 0.05% |
| 70 | PG | The Procter & G... | 160.70 | +0.26% | 19.99K | +0.91% | 3.35M | 127.46 | 0.04% |
| 71 | PFE | Pfizer Inc. | 24.39 | -0.63% | 104.7K | -15.02% | 2.78M | 36.64 | 0.04% |
| 72 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 27.27K | +10.10% | 2.74M | 100.3 | 0.04% |
| 73 | SDY | SPDR S&P Divide... | 135.11 | +0.23% | 19.34K | -4.46% | 2.55M | 109.65 | 0.03% |
| 74 | WCLD | WisdomTree Clou... | 35.31 | +1.77% | 67.61K | -2.2% | 2.54M | 47.33 | 0.03% |
| 75 | RL | Ralph Lauren Co... | 269.85 | +3.70% | 10K | -14.19% | 2.31M | 174.67 | 0.03% |
| 76 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 40.55K | -83.65% | 2.29M | 57.15 | 0.03% |
| 77 | REET | iShares Global ... | 24.70 | -0.86% | 89.23K | -4.81% | 2.14M | 24.5 | 0.03% |
| 78 | T | AT&T Inc. | 27.94 | -0.89% | 90.68K | -7.65% | 2.06M | 21.15 | 0.03% |
| 79 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 31.87K | -18.28% | 1.89M | 48.26 | 0.03% |
| 80 | EEM | iShares MSCI Em... | 47.22 | +0.22% | 43.3K | -0.81% | 1.81M | 48.92 | 0.02% |
| 81 | BOND | PIMCO Active Bo... | 90.77 | -0.18% | 18.47K | 0.00% | 1.67M | 102.85 | 0.02% |
| 82 | SYY | Sysco Corporati... | 74.78 | +0.66% | 20.61K | -8.84% | 1.58M | 72.67 | 0.02% |
| 83 | GIS | General Mills, ... | 53.50 | -0.11% | 24.59K | +2.24% | 1.57M | 70.89 | 0.02% |
| 84 | VHT | Vanguard Health... | 249.38 | -0.36% | 5.57K | -2.81% | 1.41M | 250.22 | 0.02% |
| 85 | EMB | iShares J.P. Mo... | 90.99 | +0.09% | 15.81K | +3.25% | 1.41M | 102.27 | 0.02% |
| 86 | IHI | iShares U.S. Me... | 61.07 | +0.41% | 23.59K | -0.13% | 1.38M | 54.84 | 0.02% |
| 87 | PAVE | Global X U.S. I... | 42.34 | +0.89% | 30.25K | -5.25% | 1.22M | 25.08 | 0.02% |
| 88 | MDLZ | Mondelez Intern... | 67.13 | +0.30% | 19.36K | +0.61% | 1.16M | 59.47 | 0.02% |
| 89 | VCR | Vanguard Consum... | 356.58 | +1.25% | 2.83K | +29.94% | 1.06M | 272.21 | 0.01% |
| 90 | XBI | SPDR S&P Biotec... | 83.30 | -0.36% | 11.71K | -4.7% | 1.05M | 117.5 | 0.01% |
| 91 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 11.69K | +6.47% | 1.04M | 90.57 | 0.01% |
| 92 | XLC | Communication S... | 104.25 | +1.62% | 10.47K | -2.87% | 1.01M | 79.67 | 0.01% |
| 93 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 1.07K | +100.00% | 972.89K | 891.32 | 0.01% |
| 94 | BK | The Bank of New... | 90.38 | +2.00% | 12.28K | -31.21% | 943.7K | 48.84 | 0.01% |
| 95 | IEMG | iShares Core MS... | 58.66 | -0.09% | 17.15K | -4.42% | 895.78K | 51.1 | 0.01% |
| 96 | IBB | iShares Biotech... | 127.74 | -0.2% | 6.7K | -4.75% | 885.54K | 140.4 | 0.01% |
| 97 | DVY | iShares Select ... | 130.55 | -0.49% | 6.46K | -13% | 848.66K | 108.44 | 0.01% |
| 98 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 1.8K | -71.81% | 778.72K | 261.63 | 0.01% |
| 99 | OMC | Omnicom Group I... | 70.55 | +1.53% | 8.23K | +9.41% | 708.02K | 73.08 | < 0.01% |
| 100 | VZ | Verizon Communi... | 42.42 | -1.37% | 17.14K | -6.83% | 685.35K | 54.92 | < 0.01% |
| 101 | KMB | Kimberly-Clark ... | 130.64 | -0.15% | 4.84K | +1.53% | 633.97K | 129.38 | < 0.01% |
| 102 | ITW | Illinois Tool W... | 244.12 | +1.09% | 2.45K | -8.1% | 621.73K | 213.97 | < 0.01% |
| 103 | GDX | VanEck Gold Min... | 53.59 | -1.59% | 18.12K | -7.23% | 614.48K | 27.11 | < 0.01% |
| 104 | SH | ProShares Short... | 41.16 | -0.86% | 12K | +100.00% | 508.56K | 42.38 | < 0.01% |
| 105 | OKTA | Okta, Inc. | 99.16 | +1.72% | 4.74K | +12.05K% | 386.89K | 78.93 | < 0.01% |
| 106 | REM | iShares Mortgag... | 21.00 | -2.69% | 14.22K | +18.11% | 303.87K | 22.78 | < 0.01% |
| 107 | HEWJ | iShares Currenc... | 43.94 | +0.94% | 5.63K | 0.00% | 239.74K | 41.86 | < 0.01% |
| 108 | XLE | Energy Select S... | 87.77 | -0.37% | 2.61K | -24.68% | 223.57K | 91 | < 0.01% |
| 109 | IWM | iShares Russell... | 210.52 | +0.78% | 996 | +5.06% | 220.08K | 220.84 | < 0.01% |
| 110 | EWJ | iShares MSCI Ja... | 73.14 | -0.63% | 3.18K | 0.00% | 213.31K | 57.5 | < 0.01% |
| 111 | GDXJ | VanEck Junior G... | 69.57 | -2.33% | 4.61K | -17.44% | 197.16K | 37.91 | < 0.01% |
| 112 | QCLN | First Trust NAS... | 33.14 | +2.38% | 5.59K | -14.28% | 189.57K | 54.33 | < 0.01% |
| 113 | IEO | iShares U.S. Oi... | 92.41 | -1.02% | 2K | -1.24% | 179.16K | 73.98 | < 0.01% |
| 114 | ZS | Zscaler, Inc. | 304.71 | +0.92% | 754 | -66.34% | 139.16K | 154.97 | < 0.01% |
| 115 | EAGG | iShares ESG U.S... | 46.85 | -0.16% | 2.2K | 0.00% | 101.98K | 55.14 | < 0.01% |
| 116 | ESGV | Vanguard ESG U.... | 106.43 | +0.99% | 938 | 0.00% | 98.6K | 82.96 | < 0.01% |
| 117 | TWLO | Twilio Inc. | 116.60 | +2.83% | 900 | -58.24% | 98.36K | 117 | < 0.01% |
| 118 | MRVL | Marvell Technol... | 70.33 | +4.67% | 750 | +100.00% | 85.22K | 110.45 | < 0.01% |
| 119 | XSOE | WisdomTree Emer... | 33.77 | +0.81% | 2.35K | 0.00% | 71.66K | 30.89 | < 0.01% |
| 120 | V | Visa Inc. | 355.07 | +0.63% | 224 | +100.00% | 71.38K | 316.04 | < 0.01% |
| 121 | FCPI | Fidelity Stocks... | 45.89 | +0.64% | 1.46K | -16.86% | 63.05K | 40.96 | < 0.01% |
| 122 | XLB | Materials Selec... | 88.05 | +0.77% | 593 | 0.00% | 49.9K | 82.31 | < 0.01% |
| 123 | HEZU | iShares Currenc... | 41.02 | +1.26% | 1.13K | 0.00% | 40.5K | 28.11 | < 0.01% |
| 124 | USMV | iShares MSCI US... | 92.66 | -0.38% | 424 | 0.00% | 37.6K | 62.69 | < 0.01% |
| 125 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 105 | -92.1% | 37.27K | 306.16 | < 0.01% |
| 126 | ADBE | Adobe Inc. | 401.12 | +2.41% | 83 | +100.00% | 37.06K | 444.67 | < 0.01% |
| 127 | SHOP | Shopify Inc. | 108.28 | +2.79% | 322 | +100.00% | 34.83K | 106.33 | < 0.01% |
| 128 | GE | General Electri... | 236.08 | -0.22% | 165 | +100.00% | 28.06K | 166.79 | < 0.01% |
| 129 | ZM | Zoom Video Comm... | 77.80 | +1.53% | 300 | -98.24% | 25.15K | 69.9 | < 0.01% |
| 130 | AMAT | Applied Materia... | 176.39 | +3.40% | 100 | +100.00% | 16.68K | 162.63 | < 0.01% |
| 131 | LRCX | Lam Research Co... | 93.40 | +4.33% | 220 | +100.00% | 16.15K | 72.23 | < 0.01% |
| 132 | SPLV | Invesco S&P 500... | 72.21 | -0.3% | 228 | 0.00% | 15.96K | 55.96 | < 0.01% |
| 133 | DAL | Delta Air Lines... | 49.52 | +5.27% | 150 | +100.00% | 9.19K | 60.5 | < 0.01% |