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
$4.04B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$298M
3
+$198M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$196M
5
GLD icon
SPDR Gold Trust
GLD
+$102M

Top Sells

1
+$268M
2
+$125M
3
+$86.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$74.4M
5
CPRI icon
Capri Holdings
CPRI
+$33.1M

Sector Composition

1 Financials 16.71%
2 Technology 7.25%
3 Consumer Discretionary 0.53%
4 Healthcare 0.48%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.6M 0.11%
85,917
+42,228
52
$4.58M 0.11%
23,127
+1,977
53
$4.54M 0.11%
77,211
+7,248
54
$4.15M 0.1%
18,065
-2,062
55
$4.14M 0.1%
66,728
+829
56
$4.01M 0.1%
73,063
+3,312
57
$3.87M 0.1%
74,925
-1,439,854
58
$3.84M 0.09%
14,039
+681
59
$3.61M 0.09%
8,832
+690
60
$3.52M 0.09%
56,216
+2,014
61
$3.47M 0.09%
+15,206
62
$3.4M 0.08%
92,501
+90,772
63
$3.36M 0.08%
24,932
+3,505
64
$3.34M 0.08%
+16,202
65
$3.18M 0.08%
12,154
-14,272
66
$3.14M 0.08%
36,696
+4,723
67
$3.08M 0.08%
19,508
+5,517
68
$2.7M 0.07%
16,469
+3,890
69
$2.56M 0.06%
24,195
+6,106
70
$2.27M 0.06%
15,015
-316
71
$2.27M 0.06%
20,025
72
$2.17M 0.05%
15,610
+695
73
$2.1M 0.05%
31,149
+1,620
74
$2.02M 0.05%
16,005
+11,499
75
$1.95M 0.05%
+27,806
1 2
3
4 5