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
$2.89B
AUM Growth
+$901M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$191M
3
+$131M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$109M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$45.8M

Top Sells

1
+$183M
2
+$39.6M
3
+$8M
4
XYZ
Block Inc
XYZ
+$5.58M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.34M

Sector Composition

1 Financials 19.68%
2 Technology 4.97%
3 Consumer Discretionary 0.9%
4 Healthcare 0.51%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.08%
+25,623
52
$2.32M 0.08%
7,374
-1,554
53
$2.28M 0.08%
28,986
-1,204
54
$2.23M 0.08%
20,025
55
$2.02M 0.07%
45,251
-2,191
56
$1.88M 0.06%
20,557
-24,728
57
$1.86M 0.06%
16,129
-162
58
$1.7M 0.06%
84,755
+55,624
59
$1.65M 0.06%
15,093
-13,326
60
$1.65M 0.06%
8,238
-810
61
$1.62M 0.06%
13,534
+843
62
$1.52M 0.05%
125,868
+70,867
63
$1.45M 0.05%
10,284
-2,881
64
$1.23M 0.04%
24,521
-27,815
65
$1.22M 0.04%
8,900
+3,983
66
$1.09M 0.04%
8,563
+1,177
67
$1.07M 0.04%
19,801
+1,417
68
$968K 0.03%
5,907
+4,680
69
$897K 0.03%
4,894
+4,232
70
$854K 0.03%
4,530
-2,252
71
$823K 0.03%
9,197
72
$796K 0.03%
9,857
+1,289
73
$694K 0.02%
23,909
-1,914
74
$586K 0.02%
+1,934
75
$578K 0.02%
8,280
-4,200
1 2
3
4 5