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
$1.58B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$184M
3
+$72.9M
4
XYZ
Block Inc
XYZ
+$57.8M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$52.2M

Top Sells

1
+$215M
2
+$127M
3
+$27.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.36M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.34M

Sector Composition

1 Technology 7.89%
2 Financials 6.3%
3 Consumer Discretionary 0.99%
4 Consumer Staples 0.7%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 0.27%
+19,000
27
$3.82M 0.24%
149,420
+6,260
28
$3.69M 0.23%
28,979
-1,389
29
$3.48M 0.22%
35,899
-1,171
30
$3.08M 0.19%
12,489
-2,141
31
$3.07M 0.19%
41,799
-1,486
32
$2.92M 0.18%
22,328
-1,036
33
$2.87M 0.18%
15,029
-230
34
$2.85M 0.18%
66,755
-3,148
35
$2.85M 0.18%
17,760
-259
36
$2.85M 0.18%
58,194
-2,965
37
$2.78M 0.18%
10,652
-348
38
$2.59M 0.16%
22,840
-736
39
$2.39M 0.15%
49,096
+6,891
40
$2.37M 0.15%
20,043
+615
41
$2.36M 0.15%
34,611
-1,691
42
$2.25M 0.14%
25,424
-6,736
43
$2.1M 0.13%
53,450
-5,292
44
$2.05M 0.13%
20,025
45
$1.92M 0.12%
56,467
-213
46
$1.91M 0.12%
17,561
+566
47
$1.86M 0.12%
14,110
+497
48
$1.75M 0.11%
11,765
+2,100
49
$1.69M 0.11%
12,698
+852
50
$1.43M 0.09%
16,913
-13,618
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