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
$3.5B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$221M
3
+$74.3M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$59.4M
5
GLD icon
SPDR Gold Trust
GLD
+$23.6M

Top Sells

1
+$41.6M
2
+$20.7M
3
+$15.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.75M

Sector Composition

1 Financials 33.56%
2 Technology 5.98%
3 Consumer Discretionary 1.83%
4 Healthcare 1.67%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.34M 0.23%
102,792
-3,358
52
$8.33M 0.23%
18,324
-889
53
$8.07M 0.23%
70,846
-16,434
54
$8M 0.22%
71,059
-2,061
55
$7.98M 0.22%
126,876
-20,094
56
$7.91M 0.22%
32,525
-920
57
$7.89M 0.22%
129,242
-38,649
58
$7.42M 0.21%
102,860
-1,783
59
$7.33M 0.21%
30,503
+178
60
$7.14M 0.2%
89,287
-30,147
61
$7.08M 0.2%
+46,500
62
$7.06M 0.2%
140,000
63
$6.89M 0.19%
+43,000
64
$6.16M 0.17%
45,591
+4,628
65
$6.05M 0.17%
51,023
-4,437
66
$5.63M 0.16%
60,337
+26,332
67
$5.56M 0.16%
67,152
+23,043
68
$5.46M 0.15%
104,551
+49,300
69
$5.41M 0.15%
224,321
+21,684
70
$5.29M 0.15%
138,727
+7,088
71
$5.08M 0.14%
35,484
+12,521
72
$4.84M 0.14%
31,506
-7,881
73
$4.68M 0.13%
51,014
-6,373
74
$4.01M 0.11%
35,835
-23,701
75
$3.98M 0.11%
8,309
+1,199
1 2
3
4 5