Equal-WT
WhaleScore 2.0
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Sumitomo Mitsui Financial Group is based out of Tokyo. Their last reported 13F filing for Q4 2023 included $3,154,376,360 in managed 13F securities
and a top 10 holdings concentration of 72.05%. Sumitomo Mitsui Financial Group's largest holding is Ares Management LP with shares held of 13,364,740. Whalewisdom has at least 29 13F filings, 14 13G filings, and 1 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2023-07-26. The notice included securities offered of Equity
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
XLK The Technology Selec | 2.2% |
ANET Arista Networks Inc | 0.68% |
ESGU iShares ESG Aware MS | 0.63% |
SOXX iShares Semiconducto | 0.41% |
IEF iShares 7-10 Year Tr | 0.22% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AGG iShares Core U.S. Ag | 7.41% |
LQD iShares iBoxx $ Inve | 4.42% |
AAPL Apple Inc | 0.53% |
AMD Advanced Micro Devic | 0.36% |
IGSB iShares 1-5 Year Inv | 0.34% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
ARES Ares Management LP | 50.39% |
ESGU iShares ESG Aware MS | 3.86% |
CME CME Group Inc | 3.15% |
SOXX iShares Semiconducto | 2.47% |
LQD iShares iBoxx $ Inve | 2.3% |
2023-12-31
13F Activity
Market Value | $3.15b, Prior: $3.11b |
New Purchases | 10 stocks |
Added To | 58 stocks |
Sold out of | 23 stocks |
Reduced holdings in | 71 stocks |
Top 10 Holdings % | 72.05% |
Turnover %[1] | 20.75% |
Turnover Alt %[2] | 4.55% |
Time Held Top 20 | 9.3 quarters |
Time Held Top 10 | 4.1 quarters |
Time Held All | 15.48 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31