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
$4.21B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$314M
2
+$157M
3
+$66.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$52.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$42.6M

Top Sells

1
+$285M
2
+$200M
3
+$96.6M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$92.5M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.5M

Sector Composition

1 Financials 18.86%
2 Technology 6.67%
3 Healthcare 0.72%
4 Consumer Discretionary 0.51%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.45M 0.13%
63,150
-10,232
52
$5.31M 0.13%
18,861
+4,822
53
$5.22M 0.12%
20,982
+2,917
54
$5.18M 0.12%
107,531
+21,614
55
$5.17M 0.12%
81,934
+15,206
56
$5.11M 0.12%
74,864
-10,133
57
$4.92M 0.12%
93,434
+20,371
58
$4.78M 0.11%
11,915
+3,083
59
$4.64M 0.11%
127,963
+35,462
60
$4.57M 0.11%
32,846
+7,914
61
$4.19M 0.1%
61,038
+33,232
62
$3.94M 0.09%
23,942
+12,811
63
$3.75M 0.09%
+21,454
64
$3.71M 0.09%
19,644
+3,175
65
$3.33M 0.08%
28,239
+4,044
66
$3.25M 0.08%
142,281
+70,655
67
$3.2M 0.08%
23,601
+4,093
68
$3.06M 0.07%
33,317
-3,379
69
$2.96M 0.07%
46,217
-9,999
70
$2.95M 0.07%
112,593
+24,094
71
$2.81M 0.07%
18,635
+3,620
72
$2.8M 0.07%
16,000
-202
73
$2.68M 0.06%
107,071
+92,538
74
$2.67M 0.06%
9,040
+2,972
75
$2.64M 0.06%
7,493
+2,728
1 2
3
4 5