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
$3.18B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$88.1M
3
+$23.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$20.2M
5
AMZN icon
Amazon
AMZN
+$18M

Top Sells

1
+$44.4M
2
+$29.5M
3
+$28.5M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$28.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$26.7M

Sector Composition

1 Financials 49.09%
2 Technology 6.48%
3 Consumer Discretionary 2.19%
4 Communication Services 2.11%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.28M 0.2%
74,513
-36,774
52
$6.27M 0.2%
78,768
+8,486
53
$5.73M 0.18%
67,470
+16,572
54
$5.65M 0.18%
129,237
-4,820
55
$5.61M 0.18%
+25,796
56
$5.35M 0.17%
40,642
+29,984
57
$5.07M 0.16%
13,484
+3,631
58
$5.04M 0.16%
74,429
+6,984
59
$4.82M 0.15%
118,101
-8,849
60
$4.72M 0.15%
139,490
+45,380
61
$4.69M 0.15%
37,922
-3,740
62
$4.46M 0.14%
30,108
-133,230
63
$4.4M 0.14%
59,093
+2,305
64
$4.17M 0.13%
42,621
-166,252
65
$4.13M 0.13%
51,479
-5,314
66
$3.92M 0.12%
7,885
-78
67
$3.9M 0.12%
13,216
+1,521
68
$3.57M 0.11%
19,573
+2,035
69
$3.57M 0.11%
19,172
-455
70
$3.47M 0.11%
23,320
+1,758
71
$3.44M 0.11%
31,197
-1,258
72
$3.17M 0.1%
20,455
+1,210
73
$2.96M 0.09%
48,605
-4,345
74
$2.85M 0.09%
261,519
+50,026
75
$2.72M 0.09%
26,956
+16,291
1 2
3
4 5