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
$976M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$19.5M
3
+$2.98M
4
AVGO icon
Broadcom
AVGO
+$1.99M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M

Top Sells

1
+$184M
2
+$47.2M
3
+$5.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.84M
5
APD icon
Air Products & Chemicals
APD
+$2.2M

Sector Composition

1 Financials 9.48%
2 Technology 1.82%
3 Consumer Staples 1.51%
4 Consumer Discretionary 1.09%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$116K 0.01%
+1,730
77
$112K 0.01%
+335
78
$109K 0.01%
2,504
79
$103K 0.01%
+454
80
$67K 0.01%
1,565
-2,150
81
$63K 0.01%
+1,277
82
$59K 0.01%
+435
83
$56K 0.01%
+2,400
84
$55K 0.01%
+1,500
85
$51K 0.01%
+528
86
$45K ﹤0.01%
1,325
87
$37K ﹤0.01%
+2,203
88
$34K ﹤0.01%
251
-180
89
$32K ﹤0.01%
+690
90
$25K ﹤0.01%
+2,000
91
$23K ﹤0.01%
+678
92
$21K ﹤0.01%
+111
93
$14K ﹤0.01%
+70
94
$13K ﹤0.01%
420
-1,200
95
$12K ﹤0.01%
237
-963
96
$12K ﹤0.01%
+510
97
$11K ﹤0.01%
+234
98
$10K ﹤0.01%
198
-2,442
99
$6K ﹤0.01%
+50
100
$6K ﹤0.01%
+80
2 3
4
5 6