SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$92.3M
3
+$9.58M
4
AMD icon
Advanced Micro Devices
AMD
+$9.07M
5
NVDA icon
NVIDIA
NVDA
+$5.98M

Top Sells

1
+$304M
2
+$129M
3
+$9.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.29M

Sector Composition

1 Financials 23.63%
2 Technology 3.52%
3 Healthcare 1.03%
4 Consumer Staples 1%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.03%
+2,058
77
$359K 0.03%
1,615
+1,006
78
$346K 0.03%
9,198
+8,520
79
$342K 0.03%
10,816
-1,810
80
$302K 0.02%
9,241
-3,696
81
$285K 0.02%
8,317
82
$268K 0.02%
14,492
-22,471
83
$256K 0.02%
2,675
84
$232K 0.02%
+4,000
85
$224K 0.02%
+3,900
86
$218K 0.02%
2,158
-386
87
$198K 0.02%
2,607
88
$119K 0.01%
4,352
89
$105K 0.01%
6,970
-83,490
90
$104K 0.01%
1,500
-230
91
$100K 0.01%
+1,300
92
$95K 0.01%
2,065
+1,867
93
$81K 0.01%
259
-1,974
94
$71K 0.01%
+2,144
95
$67K 0.01%
1,565
96
$65K 0.01%
317
+206
97
$54K ﹤0.01%
1,500
98
$49K ﹤0.01%
1,000
+310
99
$47K ﹤0.01%
+116
100
$46K ﹤0.01%
397
-1,281
2 3
4
5 6