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
$1.24B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$460M
2
+$94.1M
3
+$90.3M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11M
5
NVDA icon
NVIDIA
NVDA
+$9.21M

Top Sells

1
+$235M
2
+$221M
3
+$90M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$16.8M
5
AMZN icon
Amazon
AMZN
+$4.57M

Sector Composition

1 Technology 10.11%
2 Financials 8.39%
3 Communication Services 1.12%
4 Consumer Discretionary 0.9%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 0.27%
9,540
-249
27
$3.41M 0.27%
24,474
-798
28
$3.4M 0.27%
30,422
-1,745
29
$3.35M 0.26%
14,776
-1,016
30
$3.3M 0.26%
19,010
-813
31
$2.96M 0.23%
35,279
-1,505
32
$2.89M 0.23%
11,860
-461
33
$2.81M 0.22%
51,900
+2,740
34
$2.78M 0.22%
56,120
+15,876
35
$2.66M 0.21%
62,041
+560
36
$2.57M 0.2%
43,163
+32,745
37
$2.53M 0.2%
18,992
-1,150
38
$2.48M 0.2%
16,580
-866
39
$2.47M 0.2%
13,424
-606
40
$2.32M 0.18%
30,222
-1,691
41
$2.17M 0.17%
12,665
-747
42
$2.16M 0.17%
10,221
-8,744
43
$2.15M 0.17%
20,025
44
$2.02M 0.16%
39,688
-2,010
45
$2M 0.16%
51,938
+867
46
$1.94M 0.15%
15,566
-208
47
$1.83M 0.14%
16,696
+1,630
48
$1.59M 0.13%
3,402
+147
49
$1.4M 0.11%
12,390
+2,512
50
$1.37M 0.11%
13,555
-222
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