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
$4.04B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$298M
3
+$198M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$196M
5
GLD icon
SPDR Gold Trust
GLD
+$102M

Top Sells

1
+$268M
2
+$125M
3
+$86.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$74.4M
5
CPRI icon
Capri Holdings
CPRI
+$33.1M

Sector Composition

1 Financials 16.71%
2 Technology 7.25%
3 Consumer Discretionary 0.53%
4 Healthcare 0.48%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.04%
4,765
-239
77
$1.79M 0.04%
88,499
+5,276
78
$1.79M 0.04%
89,073
+68,469
79
$1.75M 0.04%
11,131
-447
80
$1.67M 0.04%
6,068
-2,244
81
$1.58M 0.04%
35,209
-5,691
82
$1.56M 0.04%
71,626
+51,893
83
$1.55M 0.04%
36,010
-768,958
84
$1.54M 0.04%
8,696
+5,824
85
$1.36M 0.03%
5,114
+1,083
86
$1.31M 0.03%
4,929
+541
87
$1.3M 0.03%
58,134
-70,749
88
$1.07M 0.03%
26,598
+2,689
89
$1.05M 0.03%
7,430
+1,142
90
$975K 0.02%
18,360
-61,480
91
$940K 0.02%
2,712
-5,785
92
$924K 0.02%
10,964
-51,237
93
$863K 0.02%
12,000
94
$668K 0.02%
11,420
+695
95
$667K 0.02%
10,349
+1,722
96
$659K 0.02%
4,446
+529
97
$625K 0.02%
3,463
+1,541
98
$612K 0.02%
10,414
+3,345
99
$539K 0.01%
6,342
-260
100
$514K 0.01%
1,023
-6,772
2 3
4
5 6