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
$3.15B
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$21.4M
3
+$9.82M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.03M

Top Sells

1
+$245M
2
+$154M
3
+$18.7M
4
AMD icon
Advanced Micro Devices
AMD
+$18.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11.4M

Sector Composition

1 Financials 54.46%
2 Technology 7.25%
3 Consumer Discretionary 1.9%
4 Communication Services 1.59%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.92M 0.19%
8,967
+836
52
$5.68M 0.18%
89,658
+5,852
53
$5.67M 0.18%
38,110
-124,953
54
$4.9M 0.16%
111,165
+2,304
55
$4.56M 0.14%
41,394
+25,177
56
$4.42M 0.14%
54,400
+2,890
57
$4.15M 0.13%
51,055
+283
58
$4.01M 0.13%
23,608
+3,238
59
$3.99M 0.13%
11,505
-1,737
60
$3.91M 0.12%
72,683
+20,922
61
$3.38M 0.11%
23,051
+1,428
62
$3.23M 0.1%
14,383
-32,528
63
$3.22M 0.1%
25,742
-605
64
$3.21M 0.1%
29,896
-1,356
65
$3.15M 0.1%
18,507
-3,456
66
$2.87M 0.09%
82,039
-4,903
67
$2.86M 0.09%
99,331
-23,794
68
$2.75M 0.09%
31,390
+154
69
$2.72M 0.09%
107,175
+31,794
70
$2.47M 0.08%
31,172
-88,687
71
$2.23M 0.07%
44,167
-14,728
72
$2.15M 0.07%
8,572
-926
73
$2M 0.06%
119,130
-11,301
74
$1.81M 0.06%
19,583
-1,595
75
$1.77M 0.06%
73,113
+8,713
1 2
3
4 5