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
$3.14B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$101M
3
+$28.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
AMD icon
Advanced Micro Devices
AMD
+$10.2M

Top Sells

1
+$333M
2
+$165M
3
+$88.1M
4
VTS icon
Vitesse Energy
VTS
+$25.1M
5
AMZN icon
Amazon
AMZN
+$24M

Sector Composition

1 Financials 44.58%
2 Technology 7.41%
3 Communication Services 2%
4 Consumer Discretionary 1.88%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 0.51%
110,383
+52,344
27
$14.9M 0.47%
134,148
+91,527
28
$13.7M 0.43%
28,400
-221
29
$12.6M 0.4%
154,867
+6,896
30
$11.8M 0.38%
31,925
-4,905
31
$11.3M 0.36%
177,823
-112,309
32
$11.2M 0.36%
92,191
-1,237
33
$11M 0.35%
23,992
+427
34
$10.8M 0.34%
13,653
+31
35
$10.5M 0.33%
72,214
+2,068
36
$10.2M 0.32%
159,716
+16,138
37
$9.55M 0.3%
31,880
+3,339
38
$9.11M 0.29%
41,021
+4,408
39
$8.97M 0.29%
49,550
-147
40
$8.85M 0.28%
12,808
+246
41
$8.83M 0.28%
116,671
+267
42
$8.75M 0.28%
19,798
-2,171
43
$8.17M 0.26%
110,086
-266,245
44
$7.95M 0.25%
347,313
+54,204
45
$7.77M 0.25%
129,060
-129
46
$7.59M 0.24%
39,913
+14,117
47
$6.97M 0.22%
108,240
+583
48
$6.8M 0.22%
89,964
+11,196
49
$6.78M 0.22%
274,410
-2,197
50
$6.76M 0.22%
86,126
-3
1
2
3 4 5