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
$3.15B
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$21.4M
3
+$9.82M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.03M

Top Sells

1
+$245M
2
+$154M
3
+$18.7M
4
AMD icon
Advanced Micro Devices
AMD
+$18.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11.4M

Sector Composition

1 Financials 54.46%
2 Technology 7.25%
3 Consumer Discretionary 1.9%
4 Communication Services 1.59%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20M 0.63%
56,383
-4,274
27
$17.8M 0.56%
33,807
+3,415
28
$16.1M 0.51%
25,681
+1,330
29
$16.1M 0.51%
105,613
+2,679
30
$15.7M 0.5%
184,122
31
$14.2M 0.45%
34,564
-8,528
32
$13.9M 0.44%
81,497
+5,541
33
$12.1M 0.38%
41,928
+276
34
$12M 0.38%
14,499
+332
35
$12M 0.38%
14,787
+585
36
$12M 0.38%
518,664
+100,515
37
$10.9M 0.35%
39,819
+3,172
38
$9.86M 0.31%
392,045
+54,749
39
$9.57M 0.3%
55,569
+8,086
40
$9.57M 0.3%
47,894
-570
41
$9.14M 0.29%
178,137
+7,617
42
$9.03M 0.29%
18,662
-525
43
$8.94M 0.28%
151,773
+11,722
44
$7.96M 0.25%
97,071
-491
45
$7.61M 0.24%
83,249
+10,085
46
$7.58M 0.24%
104,920
+6,167
47
$7.17M 0.23%
89,396
+1,116
48
$6.38M 0.2%
14,596
-8
49
$6.12M 0.19%
79,092
-8,315
50
$6.04M 0.19%
41,785
-11,423
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