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
$1.09B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$177M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$46.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.85M

Top Sells

1
+$162M
2
+$18.2M
3
+$2.52M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.19M
5
AET
Aetna Inc
AET
+$2.08M

Sector Composition

1 Financials 8.23%
2 Consumer Discretionary 4.96%
3 Consumer Staples 1.11%
4 Technology 1.04%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$162K 0.01%
+5,500
77
$159K 0.01%
4,952
+600
78
$155K 0.01%
+6,007
79
$145K 0.01%
+3,100
80
$140K 0.01%
+700
81
$138K 0.01%
+900
82
$137K 0.01%
2,640
-48,488
83
$134K 0.01%
+4,200
84
$118K 0.01%
+580
85
$116K 0.01%
+5,700
86
$115K 0.01%
+940
87
$113K 0.01%
4,225
88
$108K 0.01%
500
+466
89
$106K 0.01%
2,504
+304
90
$100K 0.01%
+900
91
$97K 0.01%
1,280
-5,418
92
$96K 0.01%
+1,200
93
$95K 0.01%
13,000
94
$94K 0.01%
900
95
$93K 0.01%
+600
96
$91K 0.01%
+860
97
$84K 0.01%
+1,150
98
$73K 0.01%
1,905
99
$73K 0.01%
1,620
+1,200
100
$63K 0.01%
+431
2 3
4
5 6