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
$1.09B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$177M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$46.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.85M

Top Sells

1
+$162M
2
+$18.2M
3
+$2.52M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.19M
5
AET
Aetna Inc
AET
+$2.08M

Sector Composition

1 Financials 8.23%
2 Consumer Discretionary 4.96%
3 Consumer Staples 1.11%
4 Technology 1.04%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 0.29%
75,956
+7,356
27
$2.79M 0.26%
41,985
+10,750
28
$2.74M 0.25%
63,982
+11,708
29
$2.46M 0.23%
20,582
+10,582
30
$2.4M 0.22%
21,824
+5,159
31
$2.27M 0.21%
10,592
+10,550
32
$2.2M 0.2%
13,853
+3,498
33
$2.19M 0.2%
12,864
+2,792
34
$2.14M 0.2%
18,967
+5,739
35
$2.1M 0.19%
28,110
+4,202
36
$2.09M 0.19%
20,025
37
$2.07M 0.19%
14,935
+2,891
38
$2.07M 0.19%
31,517
+5,079
39
$1.85M 0.17%
11,410
+1,819
40
$1.63M 0.15%
15,303
+11,994
41
$1.6M 0.15%
44,108
+5,235
42
$1.6M 0.15%
13,995
+1,531
43
$1.53M 0.14%
41,484
-49,874
44
$1.52M 0.14%
51,246
+18,918
45
$1.44M 0.13%
44,881
+7,295
46
$1.28M 0.12%
8,020
+7,647
47
$1.25M 0.11%
17,037
+4,550
48
$1.2M 0.11%
7,883
+3,395
49
$1.11M 0.1%
9,197
50
$1.09M 0.1%
9,685
+855
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