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
$2.88B
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$405M
2
+$250M
3
+$102M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.9M
5
USO icon
United States Oil Fund
USO
+$30M

Top Sells

1
+$567M
2
+$348M
3
+$126M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$117M
5
GLD icon
SPDR Gold Trust
GLD
+$95.1M

Sector Composition

1 Financials 20.32%
2 Technology 7.81%
3 Consumer Discretionary 0.98%
4 Healthcare 0.59%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.53M 0.12%
36,672
+4,488
52
$3.44M 0.12%
69,751
+5,837
53
$3.22M 0.11%
54,202
-7,838
54
$3.16M 0.11%
21,427
+1,794
55
$2.97M 0.1%
+21,150
56
$2.9M 0.1%
8,142
+768
57
$2.86M 0.1%
+8,497
58
$2.55M 0.09%
31,973
+2,987
59
$2.28M 0.08%
13,991
+8,084
60
$2.25M 0.08%
20,025
61
$2.22M 0.08%
+26,786
62
$2.08M 0.07%
15,331
+6,431
63
$2.07M 0.07%
14,915
+1,381
64
$2.05M 0.07%
+21,425
65
$1.99M 0.07%
17,089
+960
66
$1.95M 0.07%
8,312
+74
67
$1.87M 0.06%
+43,689
68
$1.83M 0.06%
+3,759
69
$1.8M 0.06%
16,223
+1,130
70
$1.8M 0.06%
12,579
+4,016
71
$1.77M 0.06%
5,004
+3,070
72
$1.75M 0.06%
29,529
+9,728
73
$1.72M 0.06%
11,578
+1,294
74
$1.67M 0.06%
18,089
-2,468
75
$1.63M 0.06%
128,883
+3,015
1 2
3
4 5