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
$2.33B
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$6.39M
3
+$6.34M
4
TAN icon
Invesco Solar ETF
TAN
+$6.26M
5
AMD icon
Advanced Micro Devices
AMD
+$5.85M

Top Sells

1
+$504M
2
+$212M
3
+$112M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$81.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$74.3M

Sector Composition

1 Financials 53.34%
2 Technology 7.19%
3 Healthcare 1.95%
4 Communication Services 1.58%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 0.56%
98,000
-49,000
27
$12.5M 0.52%
280,570
-15,560
28
$12.1M 0.51%
183,275
29
$12.1M 0.51%
85,000
+38,500
30
$12M 0.5%
44,851
-793,573
31
$12M 0.5%
986,710
-68,880
32
$12M 0.5%
105,886
-4,351
33
$10.9M 0.46%
79,866
-3,744
34
$9.87M 0.42%
132,924
-13,536
35
$9.73M 0.41%
136,902
-2,824
36
$9.34M 0.39%
24,126
-1,935
37
$9.08M 0.38%
339,312
-126,468
38
$8.71M 0.37%
55,672
-4,618
39
$8.43M 0.35%
17,236
-1,088
40
$8.24M 0.35%
122,362
-8,612
41
$8.2M 0.34%
14,899
+838
42
$7.83M 0.33%
55,000
-55,000
43
$7.42M 0.31%
115,743
+91,134
44
$7.29M 0.31%
32,353
-172
45
$7.27M 0.31%
69,544
-1,515
46
$7.21M 0.3%
30,973
+470
47
$7.17M 0.3%
128,028
+1,152
48
$6.96M 0.29%
95,051
-7,741
49
$6.59M 0.28%
98,800
-4,060
50
$6.4M 0.27%
146,151
-17,902
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