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
$487M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$38.6M
3
+$24.7M
4
MBB icon
iShares MBS ETF
MBB
+$22.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$20M

Top Sells

1
+$148M
2
+$110M
3
+$41.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.88M
5
DDD icon
3D Systems Corp
DDD
+$4.04M

Sector Composition

1 Financials 13.55%
2 Consumer Staples 1.84%
3 Consumer Discretionary 1.57%
4 Technology 1.4%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.38%
+13,254
27
$1.84M 0.38%
+19,981
28
$1.68M 0.34%
16,071
+15,410
29
$1.67M 0.34%
11,005
-259
30
$1.56M 0.32%
23,758
+22,858
31
$1.47M 0.3%
46,830
+2,144
32
$1.46M 0.3%
+8,971
33
$1.4M 0.29%
41,603
+40,053
34
$1.36M 0.28%
10,757
-51
35
$1.29M 0.26%
+11,321
36
$1.28M 0.26%
36,761
+1,739
37
$1.27M 0.26%
+7,371
38
$1.23M 0.25%
9,197
39
$1.21M 0.25%
34,352
+1,116
40
$1.18M 0.24%
+8,253
41
$994K 0.2%
13,076
+7,571
42
$939K 0.19%
+8,280
43
$903K 0.18%
10,369
+9,464
44
$900K 0.18%
58,129
+37,890
45
$885K 0.18%
31,613
+20,749
46
$805K 0.16%
+31,881
47
$726K 0.15%
24,759
+9,290
48
$657K 0.13%
+10,498
49
$499K 0.1%
+9,918
50
$481K 0.1%
5,277
-25
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2
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