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
$4.53B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$474M
2
+$138M
3
+$103M
4
ARES icon
Ares Management
ARES
+$78.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$76.2M

Top Sells

1
+$527M
2
+$298M
3
+$218M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$143M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19M

Sector Composition

1 Financials 21.48%
2 Technology 8.03%
3 Healthcare 0.85%
4 Consumer Discretionary 0.75%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.4M 0.71%
299,447
+14,725
27
$29.3M 0.65%
193,569
-57,156
28
$29M 0.64%
581,285
-71,056
29
$28.8M 0.63%
249,423
-16,745
30
$28.6M 0.63%
447,405
-252,595
31
$27.8M 0.61%
1,386,920
+449,840
32
$22.7M 0.5%
683,076
+67,907
33
$20.7M 0.45%
80,364
+64,364
34
$20.5M 0.45%
118,820
+52,900
35
$17.1M 0.38%
124,869
+57,228
36
$15.4M 0.34%
56,976
+1,346
37
$14.2M 0.31%
113,580
+10,660
38
$13.7M 0.3%
34,244
-300
39
$12.1M 0.27%
254,720
+43,840
40
$11.2M 0.25%
134,846
+12,328
41
$11.1M 0.24%
77,511
+14,745
42
$9.79M 0.22%
19,964
+4,378
43
$9.66M 0.21%
43,639
+36,562
44
$9.12M 0.2%
10,425
+537
45
$9.09M 0.2%
58,442
+9,060
46
$8.74M 0.19%
68,263
-1,512
47
$8.65M 0.19%
95,705
+9,070
48
$8.64M 0.19%
21,580
+1,969
49
$7.85M 0.17%
82,612
-64,120
50
$7.84M 0.17%
22,542
+21,302
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