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
$7.5B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$933M
2
+$536M
3
+$389M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$280M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$129M

Top Sells

1
+$11.7M
2
+$4.42M
3
+$2.58M
4
TSLA icon
Tesla
TSLA
+$1.98M
5
MU icon
Micron Technology
MU
+$1.73M

Sector Composition

1 Financials 43.22%
2 Technology 4.43%
3 Communication Services 1.12%
4 Consumer Discretionary 0.91%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.88M 0.1%
51,270
-4,484
52
$6.97M 0.09%
92,131
+198
53
$6.89M 0.09%
88,349
-1,142
54
$6.84M 0.09%
7,465
-11
55
$6.84M 0.09%
91,428
+2,918
56
$6.36M 0.08%
14,627
+1,174
57
$5.35M 0.07%
84,336
-529
58
$5.33M 0.07%
216,240
+131,534
59
$4.66M 0.06%
39,637
-37,636
60
$4.61M 0.06%
11,851
-174
61
$4.45M 0.06%
162,888
+16,911
62
$4.38M 0.06%
20,307
-2,926
63
$4.36M 0.06%
82,711
+29,773
64
$4.36M 0.06%
23,244
-1,127
65
$4.29M 0.06%
40,230
+6,868
66
$4.02M 0.05%
50,119
+1,613
67
$3.92M 0.05%
86,112
-7,331
68
$3.88M 0.05%
33,600
+4,098
69
$3.66M 0.05%
24,081
-2,432
70
$3.49M 0.05%
29,270
-122
71
$3.35M 0.04%
19,993
+180
72
$2.78M 0.04%
104,704
-18,513
73
$2.74M 0.04%
27,274
+2,501
74
$2.55M 0.03%
19,337
-902
75
$2.54M 0.03%
67,607
-1,518
1 2
3
4 5