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
$7.5B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$933M
2
+$536M
3
+$389M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$280M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$129M

Top Sells

1
+$11.7M
2
+$4.42M
3
+$2.58M
4
TSLA icon
Tesla
TSLA
+$1.98M
5
MU icon
Micron Technology
MU
+$1.73M

Sector Composition

1 Financials 43.22%
2 Technology 4.43%
3 Communication Services 1.12%
4 Consumer Discretionary 0.91%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.7M 0.5%
410,733
+25,174
27
$37.1M 0.49%
63,426
+1,115
28
$36.9M 0.49%
87,555
+2,624
29
$31.2M 0.42%
356,833
+78,251
30
$24.7M 0.33%
784,978
+40,887
31
$24.5M 0.33%
102,230
+7,299
32
$22.3M 0.3%
44,174
+2,469
33
$21.4M 0.29%
34,050
+2,283
34
$19.7M 0.26%
751,977
+7,347
35
$17.8M 0.24%
17,348
+538
36
$17.8M 0.24%
16,843
+148
37
$16M 0.21%
114,106
+4,057
38
$15.8M 0.21%
54,454
+29
39
$15.2M 0.2%
86,003
-2,034
40
$14.6M 0.19%
55,868
+3,634
41
$14.4M 0.19%
642,555
-6,799
42
$13.5M 0.18%
+150,810
43
$13.3M 0.18%
214,081
+17,970
44
$11.3M 0.15%
66,014
+2,480
45
$11.1M 0.15%
119,699
+20,072
46
$9.58M 0.13%
121,894
-174
47
$9.38M 0.12%
15,080
-716
48
$9.03M 0.12%
81,969
-23,423
49
$8.56M 0.11%
169,475
+2,502
50
$8.25M 0.11%
100,676
-783
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2
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