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
$2.64B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$29.5M
3
+$28.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$19.1M
5
USO icon
United States Oil Fund
USO
+$15.1M

Top Sells

1
+$13.3M
2
+$12.1M
3
+$7.83M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.82M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$7.18M

Sector Composition

1 Financials 52.25%
2 Technology 7.46%
3 Communication Services 1.87%
4 Healthcare 1.76%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.61M 0.29%
111,287
+61,580
52
$6.88M 0.26%
283,827
+15,675
53
$6.86M 0.26%
90,572
-4,479
54
$6.53M 0.25%
+70,282
55
$6.51M 0.25%
126,950
-19,201
56
$6.23M 0.24%
134,057
-18,517
57
$5.2M 0.2%
41,662
-3,955
58
$5.08M 0.19%
223,435
+19,792
59
$4.75M 0.18%
67,445
+8,922
60
$4.4M 0.17%
56,793
-6,960
61
$4.29M 0.16%
50,898
+6,011
62
$4.01M 0.15%
56,788
+11,553
63
$3.8M 0.14%
60,350
+6,241
64
$3.69M 0.14%
11,695
-496
65
$3.64M 0.14%
7,963
-49
66
$3.54M 0.13%
148,518
-28,972
67
$3.46M 0.13%
9,853
+833
68
$3.45M 0.13%
32,455
-26,139
69
$3.4M 0.13%
19,245
-1,293
70
$3.27M 0.12%
21,562
-895
71
$3.26M 0.12%
32,722
+11,763
72
$3.24M 0.12%
19,627
-3,571
73
$3.17M 0.12%
17,538
+883
74
$2.96M 0.11%
53,103
-33,656
75
$2.74M 0.1%
94,110
+35,070
1 2
3
4 5