SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$92.3M
3
+$9.58M
4
AMD icon
Advanced Micro Devices
AMD
+$9.07M
5
NVDA icon
NVIDIA
NVDA
+$5.98M

Top Sells

1
+$304M
2
+$129M
3
+$9.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.29M

Sector Composition

1 Financials 23.63%
2 Technology 3.52%
3 Healthcare 1.03%
4 Consumer Staples 1%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 0.3%
61,159
-5,349
27
$3.67M 0.3%
43,285
-17,736
28
$3.51M 0.29%
23,364
-1,758
29
$3.41M 0.28%
63,291
+4,774
30
$3.4M 0.28%
69,903
-2,476
31
$3.21M 0.26%
32,160
-2,111
32
$3.16M 0.26%
15,259
-371
33
$3.09M 0.25%
36,302
+1,820
34
$3.01M 0.24%
+18,019
35
$2.72M 0.22%
30,531
+26,958
36
$2.69M 0.22%
42,205
-744
37
$2.68M 0.22%
23,576
-1,175
38
$2.52M 0.21%
58,742
-16,624
39
$2.52M 0.2%
19,428
-183
40
$2.08M 0.17%
16,995
+199
41
$2.05M 0.17%
20,025
42
$2M 0.16%
11,846
+2,551
43
$1.99M 0.16%
13,613
-512
44
$1.91M 0.16%
56,680
+2,781
45
$1.9M 0.15%
+18,880
46
$1.74M 0.14%
+9,665
47
$1.42M 0.12%
62,012
-906
48
$1.38M 0.11%
9,480
-3,044
49
$1.38M 0.11%
11,288
-3,874
50
$1.37M 0.11%
16,423
-13,485
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