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
$1.99B
AUM Growth
+$744M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$449M
2
+$367M
3
+$241M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$156M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$107M

Top Sells

1
+$282M
2
+$278M
3
+$8.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.76M
5
MBB icon
iShares MBS ETF
MBB
+$2.98M

Sector Composition

1 Financials 23.4%
2 Technology 4.06%
3 Consumer Discretionary 1.22%
4 Healthcare 0.66%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$555K 0.03%
9,598
+1,560
77
$530K 0.03%
4,917
+198
78
$496K 0.02%
10,481
+4,481
79
$453K 0.02%
8,384
+4,598
80
$447K 0.02%
29,131
+25,463
81
$418K 0.02%
8,470
-3,471
82
$410K 0.02%
8,983
-1,647
83
$344K 0.02%
+6,526
84
$342K 0.02%
14,859
+203
85
$273K 0.01%
+5,442
86
$261K 0.01%
+1,399
87
$249K 0.01%
+7,382
88
$239K 0.01%
6,168
-1,084
89
$202K 0.01%
1,227
+245
90
$196K 0.01%
6,965
+1,219
91
$170K 0.01%
+1,414
92
$165K 0.01%
981
-2,607
93
$164K 0.01%
2,607
94
$164K 0.01%
2,112
-616
95
$139K 0.01%
1,220
-120
96
$131K 0.01%
1,804
-13,492
97
$120K 0.01%
6,455
+5,545
98
$113K 0.01%
680
-3,820
99
$102K 0.01%
10,000
100
$99K ﹤0.01%
662
-3,838
1 2 3
4
5