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
$3.41B
AUM Growth
-$948M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$21.1M
3
+$14.6M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$9.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.31M

Top Sells

1
+$298M
2
+$275M
3
+$225M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$88M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.8M

Sector Composition

1 Financials 47.81%
2 Technology 8.86%
3 Healthcare 1.64%
4 Communication Services 1.48%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.5M 0.59%
308,640
+7,810
27
$20.5M 0.59%
51,433
+1,048
28
$20.4M 0.59%
117,000
-80,000
29
$20.3M 0.58%
121,240
+5,060
30
$18.1M 0.52%
99,034
+9,445
31
$16.8M 0.48%
26,082
+4,071
32
$14.2M 0.41%
42,209
+3,736
33
$13.8M 0.4%
27,467
+3,144
34
$13.4M 0.38%
148,000
-663,000
35
$13.1M 0.38%
121,046
+14,747
36
$13.1M 0.38%
160,765
-14,747
37
$13M 0.37%
100,311
+9,393
38
$12.6M 0.36%
159,963
-132,237
39
$12M 0.34%
202,933
+6,249
40
$11.6M 0.33%
56,828
+6,975
41
$11.6M 0.33%
110,000
-568,000
42
$11.6M 0.33%
12,626
+1,649
43
$11M 0.32%
69,280
+8,830
44
$10M 0.29%
94,883
+14,715
45
$9.97M 0.29%
107,527
+5,543
46
$9.78M 0.28%
108,526
-32,576
47
$9.74M 0.28%
53,856
-70,818
48
$9.45M 0.27%
18,236
+1,517
49
$9.34M 0.27%
+140,000
50
$8.72M 0.25%
147,305
+18,609
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