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
$5.46B
AUM Growth
-$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.6M
3
+$8.54M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.41M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.63M

Top Sells

1
+$369M
2
+$359M
3
+$129M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$125M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$106M

Sector Composition

1 Financials 48.48%
2 Technology 5.15%
3 Communication Services 1.53%
4 Healthcare 1.35%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.96M 0.13%
91,751
+323
52
$6.92M 0.13%
77,707
-487,153
53
$5.96M 0.11%
94,624
+10,288
54
$5.51M 0.1%
106,990
+24,279
55
$5.37M 0.1%
53,356
+26,082
56
$5.21M 0.1%
210,426
-5,814
57
$5.02M 0.09%
179,623
+16,735
58
$4.7M 0.09%
42,336
+2,106
59
$4.48M 0.08%
12,228
+377
60
$4.37M 0.08%
24,294
+1,050
61
$4.26M 0.08%
36,031
+2,431
62
$4.13M 0.08%
50,556
+437
63
$4.01M 0.07%
81,283
-4,829
64
$3.86M 0.07%
20,497
+190
65
$3.83M 0.07%
22,453
+2,460
66
$3.39M 0.06%
22,642
-1,439
67
$3.25M 0.06%
31,778
+2,508
68
$2.86M 0.05%
112,855
+8,151
69
$2.58M 0.05%
11,703
+1,705
70
$2.57M 0.05%
18,920
-417
71
$2.46M 0.05%
86,887
-3,790
72
$2.41M 0.04%
39,558
-996
73
$2.35M 0.04%
97,007
+7,775
74
$2.35M 0.04%
72,481
+4,874
75
$2.06M 0.04%
33,336
+1,468
1 2
3
4 5