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
$976M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$19.5M
3
+$2.98M
4
AVGO icon
Broadcom
AVGO
+$1.99M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M

Top Sells

1
+$184M
2
+$47.2M
3
+$5.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.84M
5
APD icon
Air Products & Chemicals
APD
+$2.2M

Sector Composition

1 Financials 9.48%
2 Technology 1.82%
3 Consumer Staples 1.51%
4 Consumer Discretionary 1.09%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 0.32%
72,379
+8,397
27
$3.02M 0.31%
58,517
-9,254
28
$2.88M 0.3%
15,630
+2,766
29
$2.85M 0.29%
34,482
+6,372
30
$2.61M 0.27%
24,751
+2,927
31
$2.46M 0.25%
42,949
+11,432
32
$2.4M 0.25%
19,611
+4,676
33
$2.33M 0.24%
29,908
+16,678
34
$2.12M 0.22%
53,899
+9,791
35
$2.12M 0.22%
16,796
+2,801
36
$2.06M 0.21%
20,025
37
$1.99M 0.2%
+81,130
38
$1.88M 0.19%
14,125
+2,715
39
$1.79M 0.18%
12,524
+5,441
40
$1.67M 0.17%
62,918
+18,037
41
$1.67M 0.17%
15,162
-141
42
$1.55M 0.16%
90,460
+84,760
43
$1.52M 0.16%
9,295
+1,412
44
$1.5M 0.15%
18,627
-24,565
45
$1.46M 0.15%
21,324
+6,073
46
$1.38M 0.14%
48,378
-2,868
47
$1.36M 0.14%
19,792
+2,755
48
$1.12M 0.11%
9,940
+255
49
$1.11M 0.11%
+14,650
50
$1.08M 0.11%
18,689
+7,297
1
2
3 4 5