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
$4.36B
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$269M
3
+$88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.3M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$20.8M

Top Sells

1
+$475M
2
+$164M
3
+$109M
4
GLD icon
SPDR Gold Trust
GLD
+$69.2M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$64.4M

Sector Composition

1 Financials 34.31%
2 Technology 8.07%
3 Healthcare 1.2%
4 Communication Services 1%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.95M 0.2%
+92,500
52
$8.93M 0.2%
106,299
+10,594
53
$8.85M 0.2%
+108,000
54
$8.53M 0.19%
136,226
+68,672
55
$8.46M 0.19%
80,168
+12,573
56
$8.46M 0.19%
196,684
+36,287
57
$8.34M 0.19%
49,853
+5,127
58
$7.33M 0.17%
106,459
+30,252
59
$6.94M 0.16%
120,465
+810
60
$6.75M 0.15%
128,696
+21,355
61
$6.71M 0.15%
83,925
+3,000
62
$6.61M 0.15%
25,824
+3,382
63
$6.57M 0.15%
16,719
+2,200
64
$6.45M 0.15%
33,577
+7,620
65
$6.45M 0.15%
61,174
+945
66
$6.43M 0.15%
108,621
+11,604
67
$5.92M 0.14%
27,823
+4,248
68
$5.26M 0.12%
20,482
+9,581
69
$5.12M 0.12%
43,599
+6,569
70
$5.11M 0.12%
49,861
+11,088
71
$5.09M 0.12%
200,349
+13,112
72
$4.68M 0.11%
35,328
+311
73
$4.52M 0.1%
221,767
+48,041
74
$4.48M 0.1%
51,978
-1,198
75
$4.33M 0.1%
+200,000
1 2
3
4 5