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
$1.18B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$95.5M
3
+$11.2M
4
XYZ
Block Inc
XYZ
+$5.61M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.72M

Top Sells

1
+$9.69B
2
+$370M
3
+$90.4M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$83.2M
5
NVDA icon
NVIDIA
NVDA
+$20.9M

Sector Composition

1 Financials 9.41%
2 Technology 8%
3 Communication Services 1.04%
4 Consumer Staples 0.98%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 0.3%
56,011
+12,848
27
$3.62M 0.3%
38,505
+3,226
28
$3.53M 0.29%
71,494
+5,946
29
$3.48M 0.29%
57,100
+5,200
30
$3.48M 0.29%
15,662
+886
31
$3.31M 0.27%
59,524
+3,404
32
$3.29M 0.27%
15,287
+5,066
33
$2.96M 0.25%
13,631
+1,771
34
$2.9M 0.24%
70,947
+8,906
35
$2.88M 0.24%
14,867
+1,443
36
$2.86M 0.24%
20,105
+1,113
37
$2.76M 0.23%
18,589
+2,009
38
$2.69M 0.22%
44,522
+35,209
39
$2.55M 0.21%
46,912
+7,224
40
$2.42M 0.2%
34,245
+4,023
41
$2.42M 0.2%
+20,461
42
$2.37M 0.2%
14,538
+1,873
43
$2.18M 0.18%
20,025
44
$2.17M 0.18%
57,916
+5,978
45
$2.06M 0.17%
17,381
+1,815
46
$2.01M 0.17%
17,725
+5,335
47
$2M 0.17%
19,536
+5,981
48
$1.83M 0.15%
4,112
+710
49
$1.55M 0.13%
35,832
-110,200
50
$1.53M 0.13%
12,299
-4,397
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