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
$1.24B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$460M
2
+$94.1M
3
+$90.3M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11M
5
NVDA icon
NVIDIA
NVDA
+$9.21M

Top Sells

1
+$235M
2
+$221M
3
+$90M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$16.8M
5
AMZN icon
Amazon
AMZN
+$4.57M

Sector Composition

1 Technology 10.11%
2 Financials 8.39%
3 Communication Services 1.12%
4 Consumer Discretionary 0.9%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.03%
11,580
-4,930
77
$295K 0.02%
2,707
-2,817
78
$262K 0.02%
7,486
-4,641
79
$205K 0.02%
2,067
+1,305
80
$201K 0.02%
5,841
-6,398
81
$201K 0.02%
+10,000
82
$196K 0.02%
2,607
83
$103K 0.01%
+350
84
$94K 0.01%
3,080
85
$88K 0.01%
4,048
86
$73K 0.01%
1,717
87
$62K ﹤0.01%
467
-1,360
88
$49K ﹤0.01%
2,630
-197,910
89
$49K ﹤0.01%
+159
90
$48K ﹤0.01%
1,102
+188
91
$46K ﹤0.01%
1,325
92
$46K ﹤0.01%
+303
93
$39K ﹤0.01%
+240
94
$35K ﹤0.01%
+280
95
$35K ﹤0.01%
1,130
96
$24K ﹤0.01%
+210
97
$12K ﹤0.01%
180
-576
98
$5K ﹤0.01%
60
-1,333
99
$4K ﹤0.01%
62
-22
100
$4K ﹤0.01%
+20
1 2 3
4
5