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
$2.88B
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$405M
2
+$250M
3
+$102M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.9M
5
USO icon
United States Oil Fund
USO
+$30M

Top Sells

1
+$567M
2
+$348M
3
+$126M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$117M
5
GLD icon
SPDR Gold Trust
GLD
+$95.1M

Sector Composition

1 Financials 20.32%
2 Technology 7.81%
3 Consumer Discretionary 0.98%
4 Healthcare 0.59%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.08M 0.31%
32,679
-1,251,630
27
$7.5M 0.26%
+47,620
28
$7.11M 0.24%
56,165
+20,080
29
$6.65M 0.23%
90,500
+22,580
30
$6.46M 0.22%
82,362
+24,339
31
$6.43M 0.22%
78,597
+54,076
32
$6.29M 0.21%
72,727
-82,408
33
$6.23M 0.21%
171,130
+37,520
34
$6.13M 0.21%
95,688
-11,754
35
$5.89M 0.2%
29,479
+4,322
36
$5.83M 0.2%
49,497
+23,874
37
$5.64M 0.19%
26,426
+4,907
38
$5.12M 0.17%
20,127
+1,626
39
$5.11M 0.17%
16,394
+1,186
40
$5.03M 0.17%
13,121
+1,838
41
$4.94M 0.17%
78,995
+32,035
42
$4.48M 0.15%
59,243
+8,008
43
$4.16M 0.14%
69,963
+12,216
44
$3.98M 0.14%
13,358
+1,047
45
$3.97M 0.14%
65,899
-1,146
46
$3.94M 0.13%
79,840
+69,920
47
$3.81M 0.13%
+7,795
48
$3.71M 0.13%
62,201
+55,736
49
$3.71M 0.13%
+34,710
50
$3.64M 0.12%
6,467
+1,419
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