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
$1.25B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$295M
2
+$206M
3
+$12.9M
4
AMZN icon
Amazon
AMZN
+$6.54M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.03M

Top Sells

1
+$278M
2
+$10.1M
3
+$9.59M
4
NVDA icon
NVIDIA
NVDA
+$7.77M
5
XYZ
Block Inc
XYZ
+$5.22M

Sector Composition

1 Financials 8.73%
2 Technology 6.27%
3 Consumer Discretionary 1.15%
4 Healthcare 1.08%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 0.3%
79,561
+8,067
27
$3.77M 0.3%
56,340
-760
28
$3.71M 0.29%
17,473
+7,827
29
$3.58M 0.28%
14,855
-12
30
$3.56M 0.28%
55,142
-869
31
$3.33M 0.26%
14,167
-1,495
32
$3.03M 0.24%
67,447
-3,500
33
$3.01M 0.24%
54,417
+7,505
34
$2.84M 0.22%
46,238
+1,716
35
$2.7M 0.21%
19,597
-508
36
$2.49M 0.2%
+47,183
37
$2.42M 0.19%
21,138
+3,413
38
$2.26M 0.18%
+6,679
39
$2.26M 0.18%
21,010
+1,474
40
$2.25M 0.18%
4,482
+370
41
$2.24M 0.18%
17,886
+5,587
42
$2.19M 0.17%
15,955
-2,634
43
$2.16M 0.17%
20,025
44
$2.1M 0.17%
30,173
-4,072
45
$2.03M 0.16%
21,836
+6,416
46
$1.84M 0.14%
15,296
-2,085
47
$1.5M 0.12%
22,220
-380
48
$1.43M 0.11%
241,280
-1,312,360
49
$1.41M 0.11%
7,458
+4,201
50
$1.33M 0.1%
+11,115
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