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
$1.99B
AUM Growth
+$744M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$449M
2
+$367M
3
+$241M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$156M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$107M

Top Sells

1
+$282M
2
+$278M
3
+$8.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.76M
5
MBB icon
iShares MBS ETF
MBB
+$2.98M

Sector Composition

1 Financials 23.4%
2 Technology 4.06%
3 Consumer Discretionary 1.22%
4 Healthcare 0.66%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 0.2%
16,516
+2,794
27
$4.09M 0.2%
12,059
-383
28
$3.9M 0.19%
47,121
+8,225
29
$3.8M 0.19%
68,632
+13,490
30
$3.8M 0.19%
18,756
+3,901
31
$3.62M 0.18%
45,285
+24,275
32
$3.56M 0.18%
12,000
-948,000
33
$3.55M 0.17%
39,411
+7,540
34
$3.36M 0.17%
85,517
+5,956
35
$3.36M 0.17%
+60,202
36
$3.14M 0.15%
58,390
+12,152
37
$3.13M 0.15%
15,706
+1,539
38
$2.97M 0.15%
67,165
+12,748
39
$2.96M 0.15%
46,488
-14,992
40
$2.95M 0.15%
398,101
+375,495
41
$2.75M 0.14%
28,419
+7,281
42
$2.72M 0.13%
21,298
+1,701
43
$2.69M 0.13%
33,876
+22,481
44
$2.64M 0.13%
77,417
+9,970
45
$2.61M 0.13%
5,938
+1,456
46
$2.5M 0.12%
52,336
+44,957
47
$2.22M 0.11%
8,928
+2,249
48
$2.18M 0.11%
64,223
+17,040
49
$2.13M 0.1%
20,025
50
$2.1M 0.1%
30,190
+8,354
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