SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$96.4M
3
+$41.5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$29.5M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$24.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.63%
2 Consumer Staples 1.38%
3 Technology 1.37%
4 Energy 0.52%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$439K 0.1%
+15,302
27
$439K 0.1%
+4,839
28
$428K 0.1%
+4,566
29
$411K 0.1%
+15,469
30
$365K 0.08%
+8,685
31
$281K 0.07%
+10,864
32
$230K 0.05%
+7,299
33
$168K 0.04%
+10,246
34
$123K 0.03%
+11,920
35
$82K 0.02%
+13,000
1
2