SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$92.3M
3
+$9.58M
4
AMD icon
Advanced Micro Devices
AMD
+$9.07M
5
NVDA icon
NVIDIA
NVDA
+$5.98M

Top Sells

1
+$304M
2
+$129M
3
+$9.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.29M

Sector Composition

1 Financials 23.63%
2 Technology 3.52%
3 Healthcare 1.03%
4 Consumer Staples 1%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.11%
18,052
-3,272
52
$1.13M 0.09%
18,689
53
$1.08M 0.09%
34,524
-13,854
54
$1.03M 0.08%
10,559
+5,164
55
$1M 0.08%
9,197
56
$954K 0.08%
11,925
-6,702
57
$942K 0.08%
8,519
-1,421
58
$928K 0.08%
+22,279
59
$918K 0.07%
8,511
-827
60
$885K 0.07%
+19,663
61
$850K 0.07%
3,148
-582
62
$832K 0.07%
+5,005
63
$735K 0.06%
2,000
+1,665
64
$732K 0.06%
12,296
-7,496
65
$617K 0.05%
+10,220
66
$586K 0.05%
15,279
-2,695
67
$567K 0.05%
23,000
-58,130
68
$565K 0.05%
20,749
69
$547K 0.04%
18,447
-1,226
70
$547K 0.04%
13,032
+2,401
71
$528K 0.04%
+10,000
72
$505K 0.04%
+20,004
73
$482K 0.04%
2,856
+435
74
$469K 0.04%
10,769
+8,265
75
$455K 0.04%
+1,974
1 2
3
4 5