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
$530M
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$29.7M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.28M
5
AMZN icon
Amazon
AMZN
+$2.89M

Top Sells

1
+$29.5M
2
+$2.12M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.84M
5
AMGN icon
Amgen
AMGN
+$1.11M

Sector Composition

1 Financials 12.15%
2 Technology 1.5%
3 Consumer Discretionary 0.84%
4 Consumer Staples 0.78%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$73K 0.01%
13,000
52
$71K 0.01%
+661
53
$68K 0.01%
+730
54
$66K 0.01%
+1,140
55
$64K 0.01%
+1,122
56
$63K 0.01%
+1,905
57
$56K 0.01%
+2,738
58
$56K 0.01%
+450
59
$55K 0.01%
+1,550
60
$53K 0.01%
+900
61
$40K 0.01%
+750
62
$36K 0.01%
+908
63
$34K 0.01%
+1,303
64
$33K 0.01%
+223
65
$32K 0.01%
+360
66
$32K 0.01%
+340
67
$27K 0.01%
+470
68
$26K ﹤0.01%
+1,709
69
$23K ﹤0.01%
+174
70
$22K ﹤0.01%
+1,500
71
$21K ﹤0.01%
+449
72
$20K ﹤0.01%
+430
73
$14K ﹤0.01%
+475
74
$14K ﹤0.01%
+250
75
$11K ﹤0.01%
+131
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