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
$3.22B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.41M
3
+$3.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.5M

Top Sells

1
+$85.9M
2
+$69.3M
3
+$51.6M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$21.5M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$17.1M

Sector Composition

1 Financials 59.29%
2 Technology 8.47%
3 Communication Services 1.95%
4 Consumer Discretionary 1.82%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.15M 0.16%
104,176
-6,989
52
$4.42M 0.14%
51,809
-2,591
53
$4.3M 0.13%
24,565
+957
54
$4.13M 0.13%
10,772
-733
55
$4.11M 0.13%
23,572
+5,065
56
$4.07M 0.13%
72,127
-556
57
$3.88M 0.12%
7,422
+4,574
58
$3.72M 0.12%
46,263
-4,792
59
$3.62M 0.11%
22,307
-744
60
$3.41M 0.11%
18,886
-19,224
61
$3.24M 0.1%
21,476
+12,347
62
$3.22M 0.1%
115,931
+16,600
63
$3.18M 0.1%
118,359
+11,184
64
$3.02M 0.09%
23,008
-2,734
65
$2.98M 0.09%
27,767
-2,129
66
$2.71M 0.08%
28,303
-3,087
67
$2.66M 0.08%
76,505
-5,534
68
$2.4M 0.07%
+97,621
69
$2.31M 0.07%
11,986
-2,397
70
$2.31M 0.07%
29,880
-1,292
71
$2.25M 0.07%
8,316
-256
72
$2.14M 0.07%
42,913
-1,254
73
$2M 0.06%
6,229
+5,910
74
$1.87M 0.06%
106,053
-13,077
75
$1.8M 0.06%
19,558
-25
1 2
3
4 5