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
$2.64B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$29.5M
3
+$28.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$19.1M
5
USO icon
United States Oil Fund
USO
+$15.1M

Top Sells

1
+$13.3M
2
+$12.1M
3
+$7.83M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.82M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$7.18M

Sector Composition

1 Financials 52.25%
2 Technology 7.46%
3 Communication Services 1.87%
4 Healthcare 1.76%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15M 0.57%
1,028,040
+41,330
27
$14.4M 0.54%
27,173
-487
28
$14.3M 0.54%
255,140
-25,430
29
$13.8M 0.52%
394,173
+54,861
30
$13.8M 0.52%
155,544
-5,566
31
$13.5M 0.51%
208,873
+93,130
32
$13.1M 0.49%
100,584
-6,260
33
$13M 0.49%
85,000
34
$12M 0.46%
597,222
-356,400
35
$11.4M 0.43%
103,407
-2,479
36
$11.3M 0.43%
100,588
+78,615
37
$10.4M 0.39%
39,152
-5,699
38
$10.2M 0.39%
125,386
+53,719
39
$9.92M 0.38%
131,871
-1,053
40
$9.59M 0.36%
133,297
-3,605
41
$9.58M 0.36%
107,446
-14,916
42
$9.26M 0.35%
53,115
-2,557
43
$9.15M 0.35%
68,219
-1,325
44
$9.14M 0.35%
12,892
-2,007
45
$9.05M 0.34%
23,239
-887
46
$8.98M 0.34%
29,120
-1,853
47
$8.83M 0.33%
33,610
+1,257
48
$8.67M 0.33%
15,593
-1,643
49
$8.14M 0.31%
128,021
-7
50
$7.91M 0.3%
106,132
+7,332
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