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
$4.45B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$569M
2
+$68.9M
3
+$19.4M
4
GLD icon
SPDR Gold Trust
GLD
+$12.7M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$10.3M

Top Sells

1
+$17.4M
2
+$10.4M
3
+$2.3M
4
AMD icon
Advanced Micro Devices
AMD
+$1.41M
5
HRB icon
H&R Block
HRB
+$1.37M

Sector Composition

1 Financials 62.81%
2 Technology 6.82%
3 Communication Services 1.71%
4 Consumer Discretionary 1.49%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.63M 0.15%
7,476
-423
52
$5.36M 0.12%
23,233
-896
53
$5.23M 0.12%
13,453
-104
54
$5.03M 0.11%
24,371
+839
55
$5.03M 0.11%
84,865
+7,089
56
$4.87M 0.11%
12,025
-102
57
$4.51M 0.1%
26,513
-839
58
$4.36M 0.1%
48,801
-3,574
59
$4.33M 0.1%
93,443
-13,208
60
$4.11M 0.09%
145,977
+7,971
61
$4.06M 0.09%
48,506
+947
62
$3.69M 0.08%
33,362
+4,021
63
$3.57M 0.08%
123,217
+1,166
64
$3.53M 0.08%
29,502
+10,437
65
$3.43M 0.08%
19,813
-2,795
66
$3.1M 0.07%
52,938
+19,526
67
$3.01M 0.07%
29,392
-1,227
68
$2.87M 0.06%
20,239
-1,530
69
$2.5M 0.06%
93,743
+7,370
70
$2.5M 0.06%
24,773
-7,959
71
$2.26M 0.05%
11,651
+793
72
$2.21M 0.05%
69,125
-3,622
73
$2.16M 0.05%
98,188
-275
74
$2.13M 0.05%
84,706
-12,960
75
$2.08M 0.05%
38,998
-11
1 2
3
4 5