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
$3.18B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$88.1M
3
+$23.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$20.2M
5
AMZN icon
Amazon
AMZN
+$18M

Top Sells

1
+$44.4M
2
+$29.5M
3
+$28.5M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$28.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$26.7M

Sector Composition

1 Financials 49.09%
2 Technology 6.48%
3 Consumer Discretionary 2.19%
4 Communication Services 2.11%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.6M 0.49%
94,456
-6,128
27
$15.2M 0.48%
237,160
-17,980
28
$13.5M 0.42%
28,621
+1,448
29
$13.5M 0.42%
290,132
-104,041
30
$12.2M 0.38%
147,971
+22,585
31
$11.8M 0.37%
36,830
-2,322
32
$10.7M 0.34%
100,876
+68,154
33
$10.5M 0.33%
23,565
+326
34
$9.95M 0.31%
143,578
+10,281
35
$9.38M 0.29%
13,622
-1,971
36
$9.14M 0.29%
70,146
+1,927
37
$9.13M 0.29%
93,428
-14,018
38
$8.87M 0.28%
116,404
-15,467
39
$8.85M 0.28%
36,613
+3,003
40
$8.72M 0.27%
49,697
-3,418
41
$8.47M 0.27%
21,969
-115,300
42
$8.41M 0.26%
12,562
-330
43
$8.2M 0.26%
28,541
-579
44
$8.01M 0.25%
129,189
+1,168
45
$7.82M 0.25%
61,303
-42,104
46
$7.37M 0.23%
107,657
+47,307
47
$6.87M 0.22%
276,607
-7,220
48
$6.87M 0.22%
86,129
-4,443
49
$6.85M 0.21%
293,109
+69,674
50
$6.51M 0.2%
58,039
-42,549
1
2
3 4 5