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
$4.04B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$298M
3
+$198M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$196M
5
GLD icon
SPDR Gold Trust
GLD
+$102M

Top Sells

1
+$268M
2
+$125M
3
+$86.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$74.4M
5
CPRI icon
Capri Holdings
CPRI
+$33.1M

Sector Composition

1 Financials 16.71%
2 Technology 7.25%
3 Consumer Discretionary 0.53%
4 Healthcare 0.48%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.1M 0.37%
155,239
+133,814
27
$15.1M 0.37%
+116,000
28
$14.2M 0.35%
1,088,880
+300,800
29
$14M 0.34%
62,675
+4,855
30
$12.4M 0.31%
35,166
+2,696
31
$11.9M 0.29%
131,519
+52,922
32
$11.5M 0.28%
85,704
+85,460
33
$11.2M 0.28%
68,260
+20,640
34
$8.54M 0.21%
102,564
+75,778
35
$7.96M 0.2%
181,900
+10,770
36
$7.95M 0.2%
90,780
+280
37
$7.73M 0.19%
50,720
+1,223
38
$7.46M 0.18%
58,428
+2,263
39
$6.78M 0.17%
30,981
+1,502
40
$6.34M 0.16%
73,382
+655
41
$5.84M 0.14%
16,660
+266
42
$5.76M 0.14%
60,613
-21,749
43
$5.73M 0.14%
84,997
-10,691
44
$5.51M 0.14%
49,594
+14,884
45
$5.45M 0.13%
7,548
+1,081
46
$5.22M 0.13%
73,805
-5,190
47
$5.22M 0.13%
41,057
+4,385
48
$4.81M 0.12%
69,834
+10,591
49
$4.72M 0.12%
13,305
+184
50
$4.68M 0.12%
+21,032
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