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
$2.88B
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$405M
2
+$250M
3
+$102M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.9M
5
USO icon
United States Oil Fund
USO
+$30M

Top Sells

1
+$567M
2
+$348M
3
+$126M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$117M
5
GLD icon
SPDR Gold Trust
GLD
+$95.1M

Sector Composition

1 Financials 20.32%
2 Technology 7.81%
3 Consumer Discretionary 0.98%
4 Healthcare 0.59%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.06%
40,900
-52,031
77
$1.33M 0.05%
83,223
-1,532
78
$1.18M 0.04%
+11,807
79
$1.12M 0.04%
4,031
+1,796
80
$975K 0.03%
12,000
+2,803
81
$958K 0.03%
4,388
-142
82
$809K 0.03%
23,909
83
$776K 0.03%
+529
84
$701K 0.02%
6,288
+3,426
85
$616K 0.02%
10,725
+1,811
86
$554K 0.02%
+4,750
87
$544K 0.02%
13,884
+1,180
88
$543K 0.02%
3,917
+1,794
89
$521K 0.02%
6,602
+3,185
90
$513K 0.02%
8,627
+284
91
$458K 0.02%
+4,506
92
$442K 0.02%
5,422
-4,435
93
$442K 0.02%
4,267
-59,940
94
$436K 0.01%
7,069
+1,416
95
$425K 0.01%
19,733
+15,823
96
$407K 0.01%
+9,900
97
$360K 0.01%
+2,872
98
$353K 0.01%
1,922
+321
99
$348K 0.01%
6,860
-65,447
100
$344K 0.01%
20,604
-494,257
2 3
4
5 6