SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.34B
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$32.6M
3
+$29.8M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$23.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$23M

Top Sells

1
+$116M
2
+$45.3M
3
+$33.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$30M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.2M

Sector Composition

1 Financials 47.39%
2 Technology 10.56%
3 Consumer Discretionary 2.94%
4 Healthcare 2.54%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.3M 0.71%
138,805
+17,466
27
$23M 0.67%
164,660
+13,380
28
$22.9M 0.67%
259,481
+111,481
29
$20.7M 0.61%
290,000
30
$20M 0.59%
83,348
+71,829
31
$19.3M 0.57%
525,094
+491,592
32
$19.3M 0.57%
306,340
-2,300
33
$18.6M 0.55%
51,344
-89
34
$18.5M 0.54%
113,700
-7,540
35
$18.1M 0.53%
167,891
+139,509
36
$16.5M 0.48%
104,454
+50,598
37
$16M 0.47%
104,464
+5,430
38
$14.5M 0.43%
28,411
+944
39
$14.4M 0.42%
121,529
+115,897
40
$14M 0.41%
641,894
+334,834
41
$12.8M 0.37%
163,630
+2,865
42
$12.7M 0.37%
26,456
+374
43
$11.2M 0.33%
55,559
-1,269
44
$10.9M 0.32%
87,280
-13,031
45
$10.7M 0.32%
156,249
-3,714
46
$10.3M 0.3%
140,934
+10,949
47
$10.3M 0.3%
119,434
+11,907
48
$10.1M 0.3%
13,169
+543
49
$9.97M 0.29%
73,120
+3,840
50
$9.94M 0.29%
106,150
+11,267
1
2
3 4 5