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
$844M
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$182M
3
+$19.7M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
AMAT icon
Applied Materials
AMAT
+$6.44M

Top Sells

1
+$65.9M
2
+$11.8M
3
+$2.65M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.15M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.06M

Sector Composition

1 Financials 8.41%
2 Technology 2.49%
3 Consumer Staples 0.99%
4 Consumer Discretionary 0.62%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$103K 0.01%
2,200
77
$94K 0.01%
+1,585
78
$75K 0.01%
900
-12,176
79
$70K 0.01%
1,298
-5,043
80
$69K 0.01%
1,905
81
$69K 0.01%
1,565
82
$55K 0.01%
1,030
+776
83
$51K 0.01%
1,325
84
$44K 0.01%
805
-2,367
85
$41K ﹤0.01%
+1,700
86
$40K ﹤0.01%
406
-450
87
$39K ﹤0.01%
+820
88
$33K ﹤0.01%
447
89
$32K ﹤0.01%
+240
90
$27K ﹤0.01%
120
-1,880
91
$23K ﹤0.01%
915
92
$18K ﹤0.01%
420
93
$15K ﹤0.01%
125
+71
94
$12K ﹤0.01%
+88
95
$10K ﹤0.01%
293
96
$10K ﹤0.01%
150
-654
97
$9K ﹤0.01%
+125
98
$6K ﹤0.01%
+188
99
$5K ﹤0.01%
500
-24,789
100
$4K ﹤0.01%
+180
2 3
4
5 6