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
$530M
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$29.7M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.28M
5
AMZN icon
Amazon
AMZN
+$2.89M

Top Sells

1
+$29.5M
2
+$2.12M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.84M
5
AMGN icon
Amgen
AMGN
+$1.11M

Sector Composition

1 Financials 12.15%
2 Technology 1.5%
3 Consumer Discretionary 0.84%
4 Consumer Staples 0.78%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$481K 0.09%
15,302
27
$469K 0.09%
5,505
+939
28
$444K 0.08%
15,469
29
$374K 0.07%
10,399
+3,100
30
$302K 0.06%
10,864
31
$259K 0.05%
+20,239
32
$244K 0.05%
+18,310
33
$233K 0.04%
12,385
+2,139
34
$185K 0.03%
+2,102
35
$164K 0.03%
+3,179
36
$152K 0.03%
+5,415
37
$149K 0.03%
+976
38
$144K 0.03%
+1,271
39
$141K 0.03%
+795
40
$127K 0.02%
+3,000
41
$126K 0.02%
+2,061
42
$102K 0.02%
+815
43
$100K 0.02%
+2,030
44
$97K 0.02%
+1,470
45
$96K 0.02%
+4,225
46
$84K 0.02%
+312
47
$82K 0.02%
+905
48
$81K 0.02%
+1,940
49
$80K 0.02%
+1,830
50
$77K 0.01%
+900
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