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
$3.21B
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$19.4M
3
+$14.1M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$10.4M
5
GLD icon
SPDR Gold Trust
GLD
+$7.55M

Top Sells

1
+$133M
2
+$8.29M
3
+$4.45M
4
ZS icon
Zscaler
ZS
+$2.02M
5
CRWD icon
CrowdStrike
CRWD
+$1.98M

Sector Composition

1 Financials 59.38%
2 Technology 8.99%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.1M 0.56%
89,386
+6,636
27
$16.7M 0.52%
74,261
+11,452
28
$15.2M 0.47%
48,663
+3,171
29
$15M 0.47%
106,689
+4,502
30
$13.9M 0.43%
15,431
+1,069
31
$12.8M 0.4%
568,403
+66,044
32
$12.7M 0.39%
49,147
+3,624
33
$12.3M 0.38%
15,677
+914
34
$12.1M 0.38%
109,317
+45,333
35
$11.3M 0.35%
177,341
+15,314
36
$10.4M 0.32%
+110,000
37
$9.75M 0.3%
127,381
+1,447
38
$9.37M 0.29%
16,258
-1,446
39
$9M 0.28%
45,206
+3,009
40
$8.96M 0.28%
215,856
+27,402
41
$8.86M 0.28%
55,365
+6,021
42
$8.31M 0.26%
137,390
+15,694
43
$8.23M 0.26%
100,854
-10,699
44
$8.03M 0.25%
91,469
+11,293
45
$7.22M 0.22%
14,427
+441
46
$6.79M 0.21%
89,528
+2,300
47
$6.71M 0.21%
7,899
-723
48
$6.65M 0.21%
97,644
+4,444
49
$6.36M 0.2%
82,332
+3,228
50
$5.95M 0.19%
24,129
-1,502
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