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
$3.1B
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$59.7M
3
+$45.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$19.2M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$14.4M

Top Sells

1
+$104M
2
+$99.7M
3
+$61.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
META icon
Meta Platforms (Facebook)
META
+$12.2M

Sector Composition

1 Financials 48.13%
2 Technology 6.28%
3 Consumer Discretionary 1.74%
4 Communication Services 1.67%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.73M 0.18%
14,604
+140
52
$5.72M 0.18%
73,164
+11,757
53
$5.16M 0.17%
108,861
-5,160
54
$4.94M 0.16%
83,806
+1,502
55
$4.69M 0.15%
124,600
-30,190
56
$4.59M 0.15%
8,131
+229
57
$4.08M 0.13%
123,125
+1,092
58
$4M 0.13%
13,242
+374
59
$3.86M 0.12%
50,772
+1,712
60
$3.52M 0.11%
51,510
-1,457,955
61
$3.49M 0.11%
21,963
+2,406
62
$3.45M 0.11%
20,370
+1,820
63
$3.29M 0.11%
40,429
-7,826
64
$3.24M 0.1%
31,252
+202
65
$3.17M 0.1%
58,895
-2,929
66
$3.15M 0.1%
21,623
+1,856
67
$3.03M 0.1%
26,347
-8,588
68
$2.92M 0.09%
18,751
-2,068
69
$2.79M 0.09%
47,991
-1,869
70
$2.58M 0.08%
86,942
+7,867
71
$2.37M 0.08%
31,236
+3,547
72
$2.35M 0.08%
51,761
+17,415
73
$2.27M 0.07%
53,136
+12,942
74
$2.23M 0.07%
9,498
-409
75
$1.96M 0.06%
130,431
-2,062
1 2
3
4 5