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
$764M
AUM Growth
-$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$29.8M
3
+$20.7M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.53M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.65M

Top Sells

1
+$198M
2
+$19.7M
3
+$6.49M
4
GLD icon
SPDR Gold Trust
GLD
+$4.81M
5
MU icon
Micron Technology
MU
+$2.98M

Sector Composition

1 Financials 10.62%
2 Technology 1.61%
3 Consumer Staples 1.43%
4 Consumer Discretionary 0.78%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70K 0.01%
1,214
-822
77
$69K 0.01%
1,905
78
$66K 0.01%
+373
79
$64K 0.01%
+1,000
80
$58K 0.01%
+4,594
81
$53K 0.01%
2,154
+1,974
82
$51K 0.01%
980
+160
83
$50K 0.01%
1,325
84
$46K 0.01%
+630
85
$33K ﹤0.01%
447
86
$29K ﹤0.01%
+665
87
$28K ﹤0.01%
400
+250
88
$27K ﹤0.01%
915
89
$20K ﹤0.01%
+147
90
$19K ﹤0.01%
+100
91
$18K ﹤0.01%
+1,124
92
$17K ﹤0.01%
420
93
$10K ﹤0.01%
+80
94
$9K ﹤0.01%
+42
95
$8K ﹤0.01%
+36
96
$6K ﹤0.01%
+30
97
$6K ﹤0.01%
34
-704
98
$3K ﹤0.01%
+115
99
– –
-1,700
100
– –
-120
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4
5