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
$4.21B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$314M
2
+$157M
3
+$66.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$52.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$42.6M

Top Sells

1
+$285M
2
+$200M
3
+$96.6M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$92.5M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.5M

Sector Composition

1 Financials 18.86%
2 Technology 6.67%
3 Healthcare 0.72%
4 Consumer Discretionary 0.51%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.4M 0.06%
17,689
+2,079
77
$2.36M 0.06%
32,223
+1,074
78
$2.28M 0.05%
+54,528
79
$2.19M 0.05%
20,025
80
$2.15M 0.05%
41,652
+6,443
81
$2.12M 0.05%
6,947
+1,833
82
$2.02M 0.05%
+31,595
83
$2M 0.05%
18,367
-849,809
84
$1.87M 0.04%
7,920
+6,287
85
$1.58M 0.04%
11,656
+4,226
86
$1.48M 0.04%
5,104
+175
87
$1.34M 0.03%
10,164
+10,049
88
$1.31M 0.03%
31,047
+4,449
89
$1.3M 0.03%
10,291
-673
90
$1.23M 0.03%
5,839
-15,193
91
$1.17M 0.03%
7,077
-16,050
92
$1M 0.02%
4,538
+1,075
93
$950K 0.02%
6,713
+2,267
94
$892K 0.02%
12,010
+1,661
95
$867K 0.02%
11,406
-120,113
96
$804K 0.02%
12,000
97
$776K 0.02%
4,184
-4,512
98
$748K 0.02%
12,785
+1,365
99
$690K 0.02%
+8,725
100
$670K 0.02%
10,921
+507
2 3
4
5 6