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
$3.41B
AUM Growth
-$948M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$21.1M
3
+$14.6M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$9.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.31M

Top Sells

1
+$298M
2
+$275M
3
+$225M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$88M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.8M

Sector Composition

1 Financials 47.81%
2 Technology 8.86%
3 Healthcare 1.64%
4 Communication Services 1.48%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.68M 0.25%
28,535
+2,711
52
$8.13M 0.23%
105,439
-1,020
53
$8.11M 0.23%
129,985
+21,364
54
$8M 0.23%
94,168
-13,832
55
$7.5M 0.22%
33,326
+5,503
56
$6.91M 0.2%
36,670
+3,093
57
$6.88M 0.2%
194,272
-27,495
58
$6.77M 0.19%
85,215
+1,290
59
$6.74M 0.19%
52,165
+8,566
60
$6.61M 0.19%
127,465
+7,000
61
$6.57M 0.19%
62,970
+1,796
62
$6.23M 0.18%
53,607
+3,746
63
$6.09M 0.17%
307,060
-172,940
64
$5.98M 0.17%
41,822
+6,494
65
$5.47M 0.16%
190,124
-10,225
66
$5.15M 0.15%
12,434
+1,640
67
$4.33M 0.12%
28,382
+7,900
68
$4.27M 0.12%
26,105
+998
69
$4.22M 0.12%
62,089
-74,137
70
$4.16M 0.12%
+58,000
71
$3.94M 0.11%
11,561
+216
72
$3.93M 0.11%
54,954
-2,011
73
$3.92M 0.11%
6,903
+898
74
$3.89M 0.11%
22,764
-887
75
$3.88M 0.11%
25,453
+1,486
1 2
3
4 5