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
$487M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$38.6M
3
+$24.7M
4
MBB icon
iShares MBS ETF
MBB
+$22.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$20M

Top Sells

1
+$148M
2
+$110M
3
+$41.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.88M
5
DDD icon
3D Systems Corp
DDD
+$4.04M

Sector Composition

1 Financials 13.55%
2 Consumer Staples 1.84%
3 Consumer Discretionary 1.57%
4 Technology 1.4%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.09%
5,217
+3,115
52
$454K 0.09%
14,582
-720
53
$430K 0.09%
+2,000
54
$415K 0.08%
+3,265
55
$395K 0.08%
11,837
+1,438
56
$361K 0.07%
+11,026
57
$354K 0.07%
6,341
+6,091
58
$276K 0.06%
9,278
+3,863
59
$221K 0.05%
+25,289
60
$212K 0.04%
3,850
+2,728
61
$200K 0.04%
+6,360
62
$176K 0.04%
+2,607
63
$171K 0.03%
3,179
64
$170K 0.03%
+3,172
65
$168K 0.03%
+1,194
66
$150K 0.03%
+1,110
67
$141K 0.03%
+1,000
68
$119K 0.02%
+1,530
69
$102K 0.02%
+2,200
70
$101K 0.02%
+450
71
$100K 0.02%
4,225
72
$98K 0.02%
8,139
-10,171
73
$93K 0.02%
5,860
-6,525
74
$92K 0.02%
+3,722
75
$90K 0.02%
856
-415
1 2
3
4 5