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
$976M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$19.5M
3
+$2.98M
4
AVGO icon
Broadcom
AVGO
+$1.99M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M

Top Sells

1
+$184M
2
+$47.2M
3
+$5.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.84M
5
APD icon
Air Products & Chemicals
APD
+$2.2M

Sector Composition

1 Financials 9.48%
2 Technology 1.82%
3 Consumer Staples 1.51%
4 Consumer Discretionary 1.09%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.11%
9,197
52
$997K 0.1%
9,338
-9,629
53
$934K 0.1%
+6,000
54
$894K 0.09%
3,730
+3,230
55
$825K 0.08%
36,963
+7,711
56
$814K 0.08%
+17,974
57
$651K 0.07%
+2,233
58
$591K 0.06%
19,673
-1,100
59
$576K 0.06%
20,749
60
$500K 0.05%
5,395
+647
61
$475K 0.05%
2,421
-5,599
62
$446K 0.05%
10,631
-30,853
63
$422K 0.04%
+8,730
64
$415K 0.04%
12,937
65
$399K 0.04%
12,626
66
$308K 0.03%
5,520
-7,600
67
$295K 0.03%
3,573
+2,293
68
$268K 0.03%
8,317
-961
69
$255K 0.03%
2,675
+2,296
70
$238K 0.02%
+2,544
71
$211K 0.02%
+3,242
72
$191K 0.02%
2,607
73
$176K 0.02%
1,678
-2,042
74
$142K 0.01%
4,352
-600
75
$120K 0.01%
+609
1 2
3
4 5