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
$4.53B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$474M
2
+$138M
3
+$103M
4
ARES icon
Ares Management
ARES
+$78.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$76.2M

Top Sells

1
+$527M
2
+$298M
3
+$218M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$143M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19M

Sector Composition

1 Financials 21.48%
2 Technology 8.03%
3 Healthcare 0.85%
4 Consumer Discretionary 0.75%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.83M 0.17%
45,683
+24,229
52
$7.29M 0.16%
+44,726
53
$7.23M 0.16%
67,595
+1,050
54
$6.69M 0.15%
119,655
+12,124
55
$6.48M 0.14%
97,017
+15,083
56
$6.46M 0.14%
22,442
+3,581
57
$6.38M 0.14%
60,229
-1,916
58
$6.36M 0.14%
14,519
+2,604
59
$6.32M 0.14%
80,925
-445
60
$6.28M 0.14%
160,397
+32,434
61
$5.81M 0.13%
107,341
+13,907
62
$5.75M 0.13%
23,575
+2,593
63
$5.33M 0.12%
76,207
+1,343
64
$4.99M 0.11%
25,957
+6,313
65
$4.82M 0.11%
187,237
+80,166
66
$4.68M 0.1%
35,017
+2,171
67
$4.67M 0.1%
67,554
+6,516
68
$4.58M 0.1%
53,176
-9,974
69
$4.53M 0.1%
37,030
+8,791
70
$4.08M 0.09%
24,957
+6,322
71
$3.95M 0.09%
38,773
+5,456
72
$3.78M 0.08%
173,726
+31,445
73
$3.66M 0.08%
125,744
+13,151
74
$3.6M 0.08%
11,468
+2,428
75
$3.43M 0.08%
64,707
+23,055
1 2
3
4 5