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
$3.22B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.41M
3
+$3.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.5M

Top Sells

1
+$85.9M
2
+$69.3M
3
+$51.6M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$21.5M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$17.1M

Sector Composition

1 Financials 59.29%
2 Technology 8.47%
3 Communication Services 1.95%
4 Consumer Discretionary 1.82%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.8M 0.52%
102,187
-3,426
27
$16.6M 0.51%
82,750
+1,253
28
$15.5M 0.48%
34,952
+388
29
$14.6M 0.45%
14,362
-137
30
$12.9M 0.4%
45,492
+3,564
31
$12.3M 0.38%
14,763
-24
32
$11.4M 0.35%
502,359
-16,305
33
$11M 0.34%
45,523
+5,704
34
$10.6M 0.33%
62,809
+7,240
35
$10.2M 0.32%
188,454
+10,317
36
$9.91M 0.31%
162,027
+10,254
37
$9.83M 0.3%
49,344
+1,450
38
$9.62M 0.3%
125,934
-281,129
39
$9.28M 0.29%
17,704
-958
40
$9.12M 0.28%
111,553
+14,482
41
$7.64M 0.24%
121,696
+16,776
42
$7.21M 0.22%
80,176
-3,073
43
$7.14M 0.22%
42,197
+412
44
$7.07M 0.22%
63,984
+22,590
45
$6.82M 0.21%
87,228
-2,168
46
$6.72M 0.21%
13,986
-610
47
$6.32M 0.2%
8,622
-345
48
$6.12M 0.19%
93,200
+3,542
49
$6.12M 0.19%
79,104
+12
50
$5.79M 0.18%
25,631
-380,371
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