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
$844M
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$182M
3
+$19.7M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
AMAT icon
Applied Materials
AMAT
+$6.44M

Top Sells

1
+$65.9M
2
+$11.8M
3
+$2.65M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.15M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.06M

Sector Composition

1 Financials 8.41%
2 Technology 2.49%
3 Consumer Staples 0.99%
4 Consumer Discretionary 0.62%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.31%
8,473
-54
27
$2.45M 0.29%
63,544
+832
28
$2.14M 0.25%
20,025
29
$2.01M 0.24%
13,254
30
$1.96M 0.23%
23,860
-3,247
31
$1.85M 0.22%
11,664
+659
32
$1.84M 0.22%
15,611
+1,135
33
$1.83M 0.22%
48,050
+6,447
34
$1.72M 0.2%
9,224
+1,853
35
$1.69M 0.2%
50,304
+3,474
36
$1.59M 0.19%
30,641
-51,115
37
$1.59M 0.19%
9,441
+470
38
$1.56M 0.19%
24,210
+452
39
$1.54M 0.18%
38,192
+1,431
40
$1.54M 0.18%
13,228
+1,907
41
$1.51M 0.18%
9,983
+1,730
42
$1.43M 0.17%
12,159
-3,912
43
$1.42M 0.17%
11,554
+797
44
$1.32M 0.16%
+46,404
45
$1.29M 0.15%
36,784
+2,432
46
$1.18M 0.14%
9,197
47
$1.13M 0.13%
49,411
-50,030
48
$963K 0.11%
8,483
+203
49
$922K 0.11%
30,636
+5,877
50
$901K 0.11%
31,613
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