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
$3.14B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$101M
3
+$28.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
AMD icon
Advanced Micro Devices
AMD
+$10.2M

Top Sells

1
+$333M
2
+$165M
3
+$88.1M
4
VTS icon
Vitesse Energy
VTS
+$25.1M
5
AMZN icon
Amazon
AMZN
+$24M

Sector Composition

1 Financials 44.58%
2 Technology 7.41%
3 Communication Services 2%
4 Consumer Discretionary 1.88%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.63M 0.21%
154,790
+15,300
52
$6.45M 0.21%
54,155
-7,148
53
$5.89M 0.19%
14,464
+980
54
$5.39M 0.17%
82,304
+7,875
55
$5.31M 0.17%
61,407
-6,063
56
$4.88M 0.16%
114,021
-15,216
57
$4.55M 0.14%
26,892
-3,216
58
$4.48M 0.14%
122,033
+3,932
59
$4.28M 0.14%
34,935
-2,987
60
$4.25M 0.14%
7,902
+17
61
$4M 0.13%
12,868
-348
62
$3.88M 0.12%
49,060
-2,419
63
$3.52M 0.11%
19,557
+385
64
$3.45M 0.11%
20,819
+364
65
$3.44M 0.11%
18,550
-1,023
66
$3.34M 0.11%
31,050
-147
67
$3.34M 0.11%
48,255
-26,258
68
$3.28M 0.1%
49,860
-9,233
69
$3.2M 0.1%
61,824
+17,044
70
$3M 0.1%
19,767
-3,553
71
$2.78M 0.09%
19,311
-21,331
72
$2.61M 0.08%
116,312
-1,119,464
73
$2.51M 0.08%
79,075
-10,740
74
$2.43M 0.08%
9,907
-69
75
$2.11M 0.07%
132,493
-1,149
1 2
3
4 5