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
$4.45B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$569M
2
+$68.9M
3
+$19.4M
4
GLD icon
SPDR Gold Trust
GLD
+$12.7M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$10.3M

Top Sells

1
+$17.4M
2
+$10.4M
3
+$2.3M
4
AMD icon
Advanced Micro Devices
AMD
+$1.41M
5
HRB icon
H&R Block
HRB
+$1.37M

Sector Composition

1 Financials 62.81%
2 Technology 6.82%
3 Communication Services 1.71%
4 Consumer Discretionary 1.49%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22M 0.49%
88,037
+13,776
27
$21M 0.47%
110,049
+3,360
28
$20.5M 0.46%
744,630
-24,609
29
$20M 0.45%
94,931
+5,545
30
$19.7M 0.44%
31,767
+3,558
31
$17.3M 0.39%
16,695
+1,264
32
$16.8M 0.38%
52,234
+3,571
33
$16.2M 0.36%
54,425
+5,278
34
$16M 0.36%
16,810
+1,133
35
$15.2M 0.34%
649,354
+80,951
36
$14.1M 0.32%
196,111
+18,770
37
$12.8M 0.29%
247,963
+32,107
38
$11.7M 0.26%
105,392
-3,925
39
$10.9M 0.25%
63,534
+8,169
40
$10.1M 0.23%
99,627
+8,158
41
$10.1M 0.23%
122,068
-5,313
42
$9.97M 0.22%
166,973
+29,583
43
$9.48M 0.21%
55,754
+10,548
44
$9.26M 0.21%
15,796
-462
45
$9.25M 0.21%
77,273
+75,078
46
$8.54M 0.19%
16,179
+1,752
47
$8.44M 0.19%
101,459
+605
48
$7.43M 0.17%
91,933
-5,711
49
$7.19M 0.16%
88,510
-1,018
50
$7.11M 0.16%
89,491
+7,159
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