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
$1.99B
AUM Growth
+$744M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$449M
2
+$367M
3
+$241M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$156M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$107M

Top Sells

1
+$282M
2
+$278M
3
+$8.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.76M
5
MBB icon
iShares MBS ETF
MBB
+$2.98M

Sector Composition

1 Financials 23.4%
2 Technology 4.06%
3 Consumer Discretionary 1.22%
4 Healthcare 0.66%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.1%
17,633
+9,872
52
$1.97M 0.1%
19,849
+3,894
53
$1.85M 0.09%
34,037
+18,624
54
$1.84M 0.09%
43,730
+22,710
55
$1.8M 0.09%
47,442
+17,269
56
$1.73M 0.09%
+16,291
57
$1.73M 0.08%
13,165
-19,641
58
$1.67M 0.08%
251,200
+9,920
59
$1.54M 0.08%
12,305
+1,190
60
$1.4M 0.07%
12,691
-5,195
61
$1.34M 0.07%
35,322
+10,950
62
$1.34M 0.07%
30,059
+23,057
63
$1.31M 0.06%
9,048
+1,590
64
$1.2M 0.06%
9,460
+4,569
65
$1.08M 0.05%
6,782
+805
66
$1.02M 0.05%
9,197
67
$1.02M 0.05%
10,470
+8,820
68
$813K 0.04%
18,384
+2,053
69
$738K 0.04%
+7,386
70
$725K 0.04%
12,480
-9,740
71
$687K 0.03%
14,646
+2,984
72
$630K 0.03%
8,568
+1,572
73
$622K 0.03%
25,823
+7,858
74
$611K 0.03%
+25,780
75
$597K 0.03%
55,001
+42,560
1 2
3
4 5