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
$530M
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$29.7M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.28M
5
AMZN icon
Amazon
AMZN
+$2.89M

Top Sells

1
+$29.5M
2
+$2.12M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.84M
5
AMGN icon
Amgen
AMGN
+$1.11M

Sector Composition

1 Financials 12.15%
2 Technology 1.5%
3 Consumer Discretionary 0.84%
4 Consumer Staples 0.78%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K ﹤0.01%
+101
77
$11K ﹤0.01%
+100
78
$9K ﹤0.01%
+990
79
$8K ﹤0.01%
+100
80
$6K ﹤0.01%
+200
81
– –
-63,632
82
– –
-7,591
83
– –
-7,565
84
– –
-780,000
85
– –
-11,920
86
– –
-8,685
87
– –
-29,390
88
– –
-36,930
1 2 3
4