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
$764M
AUM Growth
-$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$29.8M
3
+$20.7M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.53M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.65M

Top Sells

1
+$198M
2
+$19.7M
3
+$6.49M
4
GLD icon
SPDR Gold Trust
GLD
+$4.81M
5
MU icon
Micron Technology
MU
+$2.98M

Sector Composition

1 Financials 10.62%
2 Technology 1.61%
3 Consumer Staples 1.43%
4 Consumer Discretionary 0.78%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.27%
11,535
-129
27
$2.01M 0.26%
16,665
+1,054
28
$2M 0.26%
52,274
+1,970
29
$2M 0.26%
23,908
+48
30
$1.95M 0.26%
31,235
+594
31
$1.75M 0.23%
26,438
+2,228
32
$1.75M 0.23%
10,072
+848
33
$1.7M 0.22%
10,355
+372
34
$1.69M 0.22%
9,591
+150
35
$1.63M 0.21%
12,044
+490
36
$1.59M 0.21%
38,873
+681
37
$1.56M 0.2%
12,464
+305
38
$1.54M 0.2%
13,228
39
$1.37M 0.18%
37,586
+802
40
$1.24M 0.16%
+5,000
41
$1.14M 0.15%
+10,000
42
$1.11M 0.15%
9,197
43
$1.06M 0.14%
32,328
+3,129
44
$1.01M 0.13%
12,487
+1,232
45
$1.01M 0.13%
8,830
+347
46
$968K 0.13%
+200,000
47
$956K 0.13%
10,396
+2,888
48
$852K 0.11%
36,661
-12,750
49
$726K 0.1%
11,957
+1,757
50
$684K 0.09%
4,488
-1,297,543
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