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
$1.18B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$95.5M
3
+$11.2M
4
XYZ
Block Inc
XYZ
+$5.61M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.72M

Top Sells

1
+$9.69B
2
+$370M
3
+$90.4M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$83.2M
5
NVDA icon
NVIDIA
NVDA
+$20.9M

Sector Composition

1 Financials 9.41%
2 Technology 8%
3 Communication Services 1.04%
4 Consumer Staples 0.98%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.02%
6,719
-2,081
77
$236K 0.02%
6,520
-966
78
$236K 0.02%
+5,560
79
$234K 0.02%
+1,410
80
$227K 0.02%
1,499
-663
81
$227K 0.02%
+4,030
82
$195K 0.02%
2,607
83
$188K 0.02%
+3,244
84
$176K 0.01%
5,557
-284
85
$168K 0.01%
+2,667
86
$159K 0.01%
10,000
87
$156K 0.01%
1,089
+622
88
$136K 0.01%
+355
89
$134K 0.01%
+499
90
$117K 0.01%
1,221
-5,285
91
$95K 0.01%
3,080
92
$86K 0.01%
2,170
+453
93
$77K 0.01%
+696
94
$71K 0.01%
4,048
95
$71K 0.01%
+930
96
$69K 0.01%
+1,000
97
$58K ﹤0.01%
+2,000
98
$47K ﹤0.01%
+953
99
$44K ﹤0.01%
1,325
100
$44K ﹤0.01%
1,052
-50
1 2 3
4
5