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
$1.09B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$177M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$46.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.85M

Top Sells

1
+$162M
2
+$18.2M
3
+$2.52M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.19M
5
AET
Aetna Inc
AET
+$2.08M

Sector Composition

1 Financials 8.23%
2 Consumer Discretionary 4.96%
3 Consumer Staples 1.11%
4 Technology 1.04%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.1%
+7,083
52
$1.05M 0.1%
13,230
+2,834
53
$914K 0.08%
15,251
+3,294
54
$866K 0.08%
+16,700
55
$691K 0.06%
11,392
+8,213
56
$677K 0.06%
13,120
+12,140
57
$643K 0.06%
29,252
-7,409
58
$609K 0.06%
20,773
+326
59
$569K 0.05%
20,749
60
$564K 0.05%
+35,540
61
$433K 0.04%
4,748
-532
62
$427K 0.04%
12,937
63
$396K 0.04%
12,626
64
$391K 0.04%
+5,460
65
$374K 0.03%
+3,720
66
$334K 0.03%
+1,325
67
$298K 0.03%
9,278
68
$286K 0.03%
+5,450
69
$277K 0.03%
+1,460
70
$266K 0.02%
46,000
-154,000
71
$202K 0.02%
+2,130
72
$199K 0.02%
+7,300
73
$195K 0.02%
1,680
-88
74
$192K 0.02%
2,607
75
$175K 0.02%
3,715
+2,150
1 2
3
4 5