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
$3.21B
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$19.4M
3
+$14.1M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$10.4M
5
GLD icon
SPDR Gold Trust
GLD
+$7.55M

Top Sells

1
+$133M
2
+$8.29M
3
+$4.45M
4
ZS icon
Zscaler
ZS
+$2.02M
5
CRWD icon
CrowdStrike
CRWD
+$1.98M

Sector Composition

1 Financials 59.38%
2 Technology 8.99%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.23M 0.16%
13,557
+6,135
52
$5.12M 0.16%
106,651
+2,475
53
$4.58M 0.14%
23,532
-40
54
$4.55M 0.14%
52,375
+566
55
$4.51M 0.14%
27,352
+2,787
56
$4.39M 0.14%
77,776
+5,649
57
$4.17M 0.13%
12,127
+1,355
58
$3.8M 0.12%
47,559
+1,296
59
$3.73M 0.12%
22,608
+301
60
$3.58M 0.11%
138,006
+19,647
61
$3.42M 0.11%
18,466
-3,010
62
$3.41M 0.11%
122,051
+6,120
63
$3.3M 0.1%
32,732
+16,861
64
$3.13M 0.1%
29,341
+1,574
65
$2.93M 0.09%
30,619
+2,316
66
$2.77M 0.09%
21,769
-1,239
67
$2.39M 0.07%
97,666
+45
68
$2.3M 0.07%
72,747
-3,758
69
$2.2M 0.07%
19,065
+3,576
70
$2.01M 0.06%
86,373
+14,587
71
$1.9M 0.06%
10,858
+9,819
72
$1.89M 0.06%
7,098
-1,218
73
$1.88M 0.06%
98,463
-7,590
74
$1.86M 0.06%
33,412
+13,105
75
$1.85M 0.06%
39,009
-3,904
1 2
3
4 5