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
$487M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$38.6M
3
+$24.7M
4
MBB icon
iShares MBS ETF
MBB
+$22.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$20M

Top Sells

1
+$148M
2
+$110M
3
+$41.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.88M
5
DDD icon
3D Systems Corp
DDD
+$4.04M

Sector Composition

1 Financials 13.55%
2 Consumer Staples 1.84%
3 Consumer Discretionary 1.57%
4 Technology 1.4%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$80K 0.02%
+1,800
77
$78K 0.02%
904
+804
78
$69K 0.01%
1,481
-459
79
$68K 0.01%
1,905
80
$67K 0.01%
979
-491
81
$62K 0.01%
1,565
-1,058,435
82
$58K 0.01%
900
+430
83
$54K 0.01%
+360
84
$51K 0.01%
+804
85
$50K 0.01%
1,325
-14,896
86
$43K 0.01%
+3,860
87
$41K 0.01%
11,200
-743,120
88
$40K 0.01%
+559
89
$38K 0.01%
+485
90
$36K 0.01%
+800
91
$35K 0.01%
1,303
92
$31K 0.01%
+520
93
$30K 0.01%
+447
94
$28K 0.01%
600
-2,400
95
$22K ﹤0.01%
+915
96
$21K ﹤0.01%
+200
97
$19K ﹤0.01%
180
-720
98
$14K ﹤0.01%
+420
99
$13K ﹤0.01%
+254
100
$11K ﹤0.01%
+26
2 3
4
5 6