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
$2.33B
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$6.39M
3
+$6.34M
4
TAN icon
Invesco Solar ETF
TAN
+$6.26M
5
AMD icon
Advanced Micro Devices
AMD
+$5.85M

Top Sells

1
+$504M
2
+$212M
3
+$112M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$81.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$74.3M

Sector Composition

1 Financials 53.34%
2 Technology 7.19%
3 Healthcare 1.95%
4 Communication Services 1.58%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.38M 0.27%
268,152
+43,831
52
$6.34M 0.27%
+88,000
53
$6.26M 0.26%
+85,000
54
$6.15M 0.26%
58,594
-12,252
55
$6M 0.25%
152,574
+13,847
56
$5.82M 0.24%
71,667
+4,515
57
$5.77M 0.24%
51,244
+5,653
58
$5.08M 0.21%
45,617
-5,406
59
$4.83M 0.2%
63,753
-25,534
60
$4.79M 0.2%
86,759
-42,483
61
$4.66M 0.2%
177,490
-181,359
62
$4.64M 0.2%
203,643
+130,996
63
$4.01M 0.17%
45,235
-83,861
64
$3.83M 0.16%
58,523
+3,180
65
$3.78M 0.16%
8,012
-297
66
$3.65M 0.15%
44,887
-6,127
67
$3.65M 0.15%
21,973
-38,037
68
$3.59M 0.15%
23,198
-8,308
69
$3.44M 0.14%
337,487
-262,856
70
$3.36M 0.14%
12,191
+561
71
$3.35M 0.14%
20,538
+234
72
$3.02M 0.13%
54,109
-460,265
73
$2.98M 0.13%
59,450
-11,215
74
$2.96M 0.12%
9,020
+1,851
75
$2.84M 0.12%
22,457
-1,711
1 2
3
4 5