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
$1.25B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$295M
2
+$206M
3
+$12.9M
4
AMZN icon
Amazon
AMZN
+$6.54M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.03M

Top Sells

1
+$278M
2
+$10.1M
3
+$9.59M
4
NVDA icon
NVIDIA
NVDA
+$7.77M
5
XYZ
Block Inc
XYZ
+$5.22M

Sector Composition

1 Financials 8.73%
2 Technology 6.27%
3 Consumer Discretionary 1.15%
4 Healthcare 1.08%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.03%
14,656
-1,709
77
$403K 0.03%
+22,606
78
$378K 0.03%
7,002
-28,830
79
$367K 0.03%
6,000
-14,440
80
$366K 0.03%
+4,192
81
$362K 0.03%
7,252
+533
82
$341K 0.03%
7,379
-207,554
83
$259K 0.02%
2,728
-1,279
84
$249K 0.02%
3,786
+3,261
85
$243K 0.02%
5,746
-774
86
$222K 0.02%
1,340
-159
87
$211K 0.02%
2,607
88
$207K 0.02%
12,441
-25,511
89
$181K 0.01%
1,650
-1,582
90
$144K 0.01%
10,000
91
$133K 0.01%
982
-107
92
$118K 0.01%
3,668
-1,889
93
$110K 0.01%
2,512
+342
94
$103K 0.01%
3,080
95
$50K ﹤0.01%
1,052
96
$45K ﹤0.01%
1,325
97
$41K ﹤0.01%
910
+81
98
$36K ﹤0.01%
1,130
99
$21K ﹤0.01%
+748
100
– –
-14,538
1 2 3
4
5