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
$1.11B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$87.4M
3
+$3.94M
4
LRCX icon
Lam Research
LRCX
+$3.52M
5
MU icon
Micron Technology
MU
+$3.49M

Top Sells

1
+$329M
2
+$131M
3
+$91.5M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$42.9M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$42.7M

Sector Composition

1 Technology 10.21%
2 Financials 8.21%
3 Consumer Discretionary 1.33%
4 Healthcare 1.2%
5 Consumer Staples 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.12%
+3,255
52
$1.37M 0.12%
13,777
-1,661
53
$1.23M 0.11%
7,124
-4,641
54
$1.21M 0.11%
22,167
+2,891
55
$1.09M 0.1%
9,878
+1,367
56
$1.06M 0.09%
18,040
+7,820
57
$1.06M 0.09%
6,378
-2,637
58
$1.02M 0.09%
9,197
59
$981K 0.09%
6,407
-6,291
60
$958K 0.09%
8,473
-545
61
$908K 0.08%
13,602
-3,601
62
$702K 0.06%
8,068
-631
63
$679K 0.06%
6,538
-10,375
64
$678K 0.06%
9,771
-1,732
65
$661K 0.06%
+8,384
66
$643K 0.06%
11,202
-46,992
67
$618K 0.06%
5,524
-5,124
68
$606K 0.05%
+10,418
69
$603K 0.05%
15,649
+8,824
70
$566K 0.05%
25,258
+10,766
71
$527K 0.05%
2,933
+2,123
72
$494K 0.04%
+16,510
73
$458K 0.04%
+2,058
74
$441K 0.04%
12,239
-1,868
75
$387K 0.03%
2,336
+1,386
1 2
3
4 5