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SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $4.92B
1-Year Est. Return 1.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.34B
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$29.4M
3
+$25.1M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$22.8M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$19.9M

Top Sells

1
+$121M
2
+$45.3M
3
+$37.5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$31.3M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.4M

Sector Composition

1 Financials 47.39%
2 Technology 10.56%
3 Consumer Discretionary 2.94%
4 Healthcare 2.54%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.94M 0.3%
133,384
+12,338
52
$9.92M 0.3%
191,569
-11,364
53
$9.91M 0.3%
19,213
+977
54
$9.11M 0.27%
146,970
-335
55
$8.63M 0.26%
+52,000
56
$8.6M 0.26%
140,000
57
$8.17M 0.24%
110,243
+108,958
58
$8.09M 0.24%
33,445
+119
59
$7.94M 0.24%
104,643
-796
60
$7.58M 0.23%
30,325
+1,790
61
$7.33M 0.22%
95,268
+1,100
62
$7.29M 0.22%
59,536
+58,704
63
$7.23M 0.22%
39,387
+2,717
64
$7.11M 0.21%
55,460
+3,295
65
$6.2M 0.19%
57,387
+3,780
66
$5.39M 0.16%
78,180
-7,035
67
$5.39M 0.16%
131,639
+9,211
68
$5.32M 0.16%
22,963
+17,232
69
$5.32M 0.16%
+202,637
70
$5.19M 0.16%
34,005
+31,358
71
$5.15M 0.15%
56,935
-6,035
72
$5.04M 0.15%
40,963
-859
73
$4.92M 0.15%
+46,000
74
$4.7M 0.14%
114,849
-12,616
75
$4.37M 0.13%
28,546
+2,441
1 2
3
4 5