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
$1.18B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$95.5M
3
+$11.2M
4
XYZ
Block Inc
XYZ
+$5.61M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.72M

Top Sells

1
+$9.69B
2
+$370M
3
+$90.4M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$83.2M
5
NVDA icon
NVIDIA
NVDA
+$20.9M

Sector Composition

1 Financials 9.41%
2 Technology 8%
3 Communication Services 1.04%
4 Consumer Staples 0.98%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.12%
15,420
+5,520
52
$1.43M 0.12%
21,045
-2,334
53
$1.38M 0.11%
22,600
+10,500
54
$1.13M 0.09%
5,660
-237
55
$1.11M 0.09%
34,047
+11,923
56
$1.08M 0.09%
19,000
57
$1.06M 0.09%
5,976
+1,626
58
$1.02M 0.08%
12,863
+39
59
$1.01M 0.08%
20,440
+6,234
60
$961K 0.08%
9,197
61
$920K 0.08%
7,911
-352
62
$762K 0.06%
8,851
+90
63
$708K 0.06%
6,940
+396
64
$643K 0.05%
+4,951
65
$587K 0.05%
3,257
+306
66
$498K 0.04%
14,835
+2,282
67
$497K 0.04%
+37,952
68
$437K 0.04%
16,365
+228
69
$424K 0.04%
+2,396
70
$423K 0.04%
2,856
+2,553
71
$384K 0.03%
5,310
+5,130
72
$346K 0.03%
4,000
-36,800
73
$330K 0.03%
3,319
+612
74
$330K 0.03%
3,232
+93
75
$306K 0.03%
4,007
+3,947
1 2
3
4 5