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
$844M
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$182M
3
+$19.7M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
AMAT icon
Applied Materials
AMAT
+$6.44M

Top Sells

1
+$65.9M
2
+$11.8M
3
+$2.65M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.15M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.06M

Sector Composition

1 Financials 8.41%
2 Technology 2.49%
3 Consumer Staples 0.99%
4 Consumer Discretionary 0.62%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$793K 0.09%
11,255
+757
52
$789K 0.09%
24,398
+9,816
53
$761K 0.09%
29,199
-2,682
54
$683K 0.08%
7,508
-2,861
55
$653K 0.08%
9,300
+8,400
56
$603K 0.07%
+12,528
57
$550K 0.07%
10,200
+282
58
$547K 0.06%
+18,258
59
$515K 0.06%
5,821
+544
60
$505K 0.06%
+7,896
61
$486K 0.06%
5,319
+102
62
$456K 0.05%
5,320
+3,790
63
$437K 0.05%
12,937
+1,911
64
$426K 0.05%
+2,953
65
$372K 0.04%
22,933
+17,073
66
$316K 0.04%
9,402
-2,435
67
$286K 0.03%
9,278
68
$195K 0.02%
11,592
-46,537
69
$184K 0.02%
2,607
70
$177K 0.02%
3,179
71
$146K 0.02%
620
+170
72
$141K 0.02%
317
+291
73
$111K 0.01%
+2,036
74
$108K 0.01%
738
-262
75
$103K 0.01%
4,225
1 2
3
4 5