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
$1.25B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$295M
2
+$206M
3
+$12.9M
4
AMZN icon
Amazon
AMZN
+$6.54M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.03M

Top Sells

1
+$278M
2
+$10.1M
3
+$9.59M
4
NVDA icon
NVIDIA
NVDA
+$7.77M
5
XYZ
Block Inc
XYZ
+$5.22M

Sector Composition

1 Financials 8.73%
2 Technology 6.27%
3 Consumer Discretionary 1.15%
4 Healthcare 1.08%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.1%
5,977
+317
52
$1.12M 0.09%
11,395
+10,174
53
$979K 0.08%
21,020
+15,460
54
$965K 0.08%
24,372
+3,327
55
$947K 0.07%
6,500
+1,549
56
$936K 0.07%
4,500
+2,104
57
$930K 0.07%
15,413
+11,383
58
$909K 0.07%
10,630
-2,233
59
$905K 0.07%
7,761
-150
60
$902K 0.07%
3,000
+2,501
61
$883K 0.07%
9,197
62
$876K 0.07%
16,331
+15,378
63
$766K 0.06%
15,000
+14,162
64
$742K 0.06%
4,500
+1,644
65
$741K 0.06%
4,891
-15,570
66
$739K 0.06%
6,996
+56
67
$732K 0.06%
8,038
-813
68
$715K 0.06%
3,588
-2,388
69
$707K 0.06%
11,941
-7,059
70
$680K 0.05%
11,662
+8,418
71
$631K 0.05%
17,965
+3,130
72
$569K 0.04%
4,719
+1,400
73
$550K 0.04%
14,656
-19,391
74
$549K 0.04%
16,670
-122,680
75
$453K 0.04%
6,000
+690
1 2
3
4 5