Sumitomo Mitsui Financial Group, Inc.

CIK Number: 0001022837

7.51B
Market Value
133
# of Holdings
15 months
Avg. Holding Period
30.56%
Win Rate
41.60%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 ARES Ares Management...
142.57
+15.72% 13.36M 0.00% 2.37B 33.95 31.51%
2 SPY SPDR S&P 500 ET...
544.51
+9.67% 1.97M +419.10% 1.16B 571.57 15.40%
3 JEF Jefferies Finan...
47.15
+14.83% 9.25M 0.00% 724.97M 61.55 9.66%
4 QQQ Invesco QQQ Tru...
466.18
+12.05% 1.1M +1.83K% 565.3M 504.16 7.53%
5 VOO Vanguard 500 In...
500.36
+9.55% 736.09K +4.45K% 398.18M 535.56 5.30%

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