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
$2.89B
AUM Growth
+$901M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$191M
3
+$131M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$109M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$45.8M

Top Sells

1
+$183M
2
+$39.6M
3
+$8M
4
XYZ
Block Inc
XYZ
+$5.58M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.34M

Sector Composition

1 Financials 19.68%
2 Technology 4.97%
3 Consumer Discretionary 0.9%
4 Healthcare 0.51%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$560K 0.02%
2,235
+836
77
$528K 0.02%
57,360
-193,840
78
$498K 0.02%
8,343
-1,255
79
$468K 0.02%
7,716
-668
80
$466K 0.02%
12,704
-2,155
81
$456K 0.02%
8,914
+3,472
82
$444K 0.02%
+9,920
83
$440K 0.02%
2,385
+1,404
84
$398K 0.01%
8,002
-6,644
85
$382K 0.01%
6,465
-4,016
86
$349K 0.01%
5,653
-873
87
$320K 0.01%
2,862
+750
88
$281K 0.01%
2,123
+709
89
$268K 0.01%
3,417
+2,241
90
$267K 0.01%
6,735
-998,466
91
$255K 0.01%
5,144
-1,821
92
$207K 0.01%
1,601
+538
93
$199K 0.01%
1,137
+591
94
$195K 0.01%
2,607
95
$175K 0.01%
3,179
-5,291
96
$137K ﹤0.01%
3,548
+923
97
$108K ﹤0.01%
1,497
+126
98
$107K ﹤0.01%
+1,400
99
$98K ﹤0.01%
+2,690
100
$94K ﹤0.01%
+8,480
2 3
4
5 6