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
$1.58B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$184M
3
+$72.9M
4
XYZ
Block Inc
XYZ
+$57.8M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$52.2M

Top Sells

1
+$215M
2
+$127M
3
+$27.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.36M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.34M

Sector Composition

1 Technology 7.89%
2 Financials 6.3%
3 Consumer Discretionary 0.99%
4 Consumer Staples 0.7%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.09%
15,468
-955
52
$1.37M 0.09%
15,438
+4,879
53
$1.17M 0.07%
70,621
+8,609
54
$1.16M 0.07%
9,197
55
$1.16M 0.07%
9,015
-465
56
$1.07M 0.07%
17,203
-849
57
$1.03M 0.07%
33,585
-939
58
$1.01M 0.06%
10,648
-640
59
$987K 0.06%
9,018
+499
60
$979K 0.06%
19,276
+587
61
$881K 0.06%
8,511
62
$863K 0.05%
8,100
+7,703
63
$650K 0.04%
8,699
-3,226
64
$646K 0.04%
4,137
+2,079
65
$602K 0.04%
11,503
-793
66
$535K 0.03%
10,220
67
$529K 0.03%
16,565
-3,098
68
$492K 0.03%
20,749
69
$477K 0.03%
18,447
70
$464K 0.03%
10,000
+7,935
71
$437K 0.03%
14,107
+1,075
72
$434K 0.03%
10,769
73
$402K 0.03%
+2,000
74
$397K 0.03%
+5,000
75
$393K 0.02%
+50,000
1 2
3
4 5