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
$1.11B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$87.4M
3
+$3.94M
4
LRCX icon
Lam Research
LRCX
+$3.52M
5
MU icon
Micron Technology
MU
+$3.49M

Top Sells

1
+$329M
2
+$131M
3
+$91.5M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$42.9M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$42.7M

Sector Composition

1 Technology 10.21%
2 Financials 8.21%
3 Consumer Discretionary 1.33%
4 Healthcare 1.2%
5 Consumer Staples 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.3%
17,712
+13,575
27
$3.26M 0.29%
32,167
-3,732
28
$3.1M 0.28%
36,784
-5,015
29
$3.1M 0.28%
19,823
-2,505
30
$3.05M 0.27%
12,321
-168
31
$3.02M 0.27%
15,792
-1,968
32
$2.94M 0.26%
9,789
-863
33
$2.88M 0.26%
+49,160
34
$2.67M 0.24%
14,030
-999
35
$2.64M 0.24%
61,481
+8,031
36
$2.58M 0.23%
31,913
-2,698
37
$2.55M 0.23%
71,910
-77,510
38
$2.54M 0.23%
+48,114
39
$2.5M 0.22%
20,142
-2,698
40
$2.39M 0.21%
17,446
-2,597
41
$2.12M 0.19%
13,412
-698
42
$2.11M 0.19%
20,025
43
$1.95M 0.17%
+41,698
44
$1.94M 0.17%
15,774
-1,787
45
$1.91M 0.17%
40,244
-79,364
46
$1.9M 0.17%
51,071
-5,396
47
$1.88M 0.17%
37,020
-12,076
48
$1.63M 0.15%
50,196
+16,611
49
$1.56M 0.14%
15,066
-402
50
$1.54M 0.14%
15,651
-9,773
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