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
$3.1B
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$59.7M
3
+$45.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$19.2M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$14.4M

Top Sells

1
+$104M
2
+$99.7M
3
+$61.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
META icon
Meta Platforms (Facebook)
META
+$12.2M

Sector Composition

1 Financials 48.13%
2 Technology 6.28%
3 Consumer Discretionary 1.74%
4 Communication Services 1.67%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.5M 0.53%
96,558
+7,753
27
$15.4M 0.5%
43,092
+11,167
28
$15.3M 0.49%
30,392
+1,992
29
$14.5M 0.47%
184,122
+183,000
30
$12.4M 0.4%
24,351
+359
31
$11.2M 0.36%
41,652
+631
32
$11.1M 0.36%
102,934
+10,743
33
$11M 0.35%
75,956
+3,742
34
$10.4M 0.33%
36,647
+4,767
35
$9.9M 0.32%
170,520
+10,804
36
$9.8M 0.32%
14,167
+514
37
$9.22M 0.3%
418,149
+70,836
38
$9.18M 0.3%
14,202
+1,394
39
$9.14M 0.29%
48,464
-1,086
40
$8.25M 0.27%
337,296
+62,886
41
$7.96M 0.26%
19,187
-611
42
$7.9M 0.25%
97,562
-57,305
43
$7.84M 0.25%
140,051
+10,991
44
$7.67M 0.25%
47,483
+7,570
45
$7.45M 0.24%
98,753
+8,789
46
$7.08M 0.23%
46,911
-63,472
47
$6.57M 0.21%
87,407
-29,264
48
$6.38M 0.21%
119,859
-57,964
49
$6.32M 0.2%
88,280
+2,154
50
$5.91M 0.19%
53,208
-947
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