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
$4.21B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$314M
2
+$157M
3
+$66.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$52.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$42.6M

Top Sells

1
+$285M
2
+$200M
3
+$96.6M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$92.5M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.5M

Sector Composition

1 Financials 18.86%
2 Technology 6.67%
3 Healthcare 0.72%
4 Consumer Discretionary 0.51%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.4M 0.62%
652,341
-302,541
27
$19.7M 0.46%
615,169
+24,148
28
$19M 0.45%
212,000
-143,000
29
$13.7M 0.32%
146,732
-8,507
30
$13.1M 0.31%
55,630
-7,045
31
$12.8M 0.3%
40,230
-625,393
32
$12.5M 0.29%
937,080
-151,800
33
$12.4M 0.29%
34,544
-622
34
$10.6M 0.25%
102,920
+12,140
35
$10.2M 0.24%
65,920
-2,340
36
$10.1M 0.24%
122,518
+19,954
37
$9.78M 0.23%
210,880
+28,980
38
$8.76M 0.21%
69,775
+11,347
39
$8.32M 0.2%
62,766
+12,046
40
$8.25M 0.19%
67,641
-18,063
41
$7.72M 0.18%
86,635
+16,801
42
$7.52M 0.18%
49,382
+8,325
43
$7.46M 0.18%
9,888
+2,340
44
$7.3M 0.17%
19,611
+2,951
45
$6.74M 0.16%
66,545
+16,951
46
$6.23M 0.15%
16,866
+3,561
47
$5.97M 0.14%
+15,586
48
$5.95M 0.14%
62,145
+1,532
49
$5.6M 0.13%
96,274
+19,063
50
$5.56M 0.13%
81,370
+7,565
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