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
$1.11B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$87.4M
3
+$3.94M
4
LRCX icon
Lam Research
LRCX
+$3.52M
5
MU icon
Micron Technology
MU
+$3.49M

Top Sells

1
+$329M
2
+$131M
3
+$91.5M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$42.9M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$42.7M

Sector Composition

1 Technology 10.21%
2 Financials 8.21%
3 Consumer Discretionary 1.33%
4 Healthcare 1.2%
5 Consumer Staples 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.03%
12,127
+7,775
77
$300K 0.03%
2,713
-5,387
78
$231K 0.02%
+1,827
79
$223K 0.02%
926
-1,074
80
$191K 0.02%
2,607
81
$129K 0.01%
+500
82
$126K 0.01%
1,393
-1,282
83
$103K 0.01%
+570
84
$102K 0.01%
4,048
-1,311
85
$95K 0.01%
3,080
86
$78K 0.01%
762
-4,238
87
$78K 0.01%
+1,225
88
$76K 0.01%
1,717
-78,525
89
$75K 0.01%
+4,528
90
$49K ﹤0.01%
926
-9,074
91
$47K ﹤0.01%
+756
92
$44K ﹤0.01%
1,325
93
$43K ﹤0.01%
1,230
+45
94
$42K ﹤0.01%
235
+136
95
$37K ﹤0.01%
914
+319
96
$35K ﹤0.01%
261
-2,601
97
$33K ﹤0.01%
+818
98
$33K ﹤0.01%
1,130
-17,317
99
$32K ﹤0.01%
+755
100
$30K ﹤0.01%
+287
1 2 3
4
5