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
$1.58B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$184M
3
+$72.9M
4
XYZ
Block Inc
XYZ
+$57.8M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$52.2M

Top Sells

1
+$215M
2
+$127M
3
+$27.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.36M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.34M

Sector Composition

1 Technology 7.89%
2 Financials 6.3%
3 Consumer Discretionary 0.99%
4 Consumer Staples 0.7%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.02%
+6,952
77
$379K 0.02%
6,000
+2,100
78
$363K 0.02%
+2,862
79
$317K 0.02%
1,000
-1,000
80
$304K 0.02%
10,816
81
$299K 0.02%
14,492
82
$236K 0.01%
8,317
83
$215K 0.01%
6,825
-8,454
84
$194K 0.01%
+2,306
85
$187K 0.01%
2,675
86
$179K 0.01%
3,930
-6,070
87
$170K 0.01%
2,607
88
$128K 0.01%
4,352
89
$128K 0.01%
950
-1,906
90
$124K 0.01%
+810
91
$110K 0.01%
5,359
+3,859
92
$88K 0.01%
3,080
-6,161
93
$56K ﹤0.01%
+545
94
$44K ﹤0.01%
1,325
95
$40K ﹤0.01%
+1,185
96
$23K ﹤0.01%
595
+175
97
$14K ﹤0.01%
99
-4,906
98
– –
-3,148
99
– –
-23,000
100
– –
-1,974
1 2 3
4
5