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
$764M
AUM Growth
-$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$29.8M
3
+$20.7M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.53M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.65M

Top Sells

1
+$198M
2
+$19.7M
3
+$6.49M
4
GLD icon
SPDR Gold Trust
GLD
+$4.81M
5
MU icon
Micron Technology
MU
+$2.98M

Sector Composition

1 Financials 10.62%
2 Technology 1.61%
3 Consumer Staples 1.43%
4 Consumer Discretionary 0.78%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$674K 0.09%
6,946
+1,125
52
$610K 0.08%
20,447
-10,189
53
$595K 0.08%
20,749
-10,864
54
$499K 0.07%
5,280
-39
55
$497K 0.07%
6,698
-1,198
56
$437K 0.06%
12,937
57
$402K 0.05%
12,626
-11,772
58
$353K 0.05%
+3,309
59
$309K 0.04%
9,278
60
$264K 0.03%
+6,971
61
$204K 0.03%
+3,440
62
$194K 0.03%
2,607
63
$191K 0.03%
3,179
64
$187K 0.02%
6,310
+6,122
65
$182K 0.02%
+1,768
66
$149K 0.02%
4,352
-5,050
67
$124K 0.02%
3,852
-14,406
68
$116K 0.02%
1,297
-4,023
69
$110K 0.01%
4,225
70
$99K 0.01%
2,200
71
$92K 0.01%
1,778
-125,503
72
$86K 0.01%
900
73
$85K 0.01%
+13,000
74
$81K 0.01%
+2,283
75
$72K 0.01%
1,565
1 2
3
4 5