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
$4.53B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$474M
2
+$138M
3
+$103M
4
ARES icon
Ares Management
ARES
+$78.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$76.2M

Top Sells

1
+$527M
2
+$298M
3
+$218M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$143M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19M

Sector Composition

1 Financials 21.48%
2 Technology 8.03%
3 Healthcare 0.85%
4 Consumer Discretionary 0.75%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.35M 0.07%
13,490
+11,786
77
$3.34M 0.07%
20,274
-3,668
78
$3.2M 0.07%
50,586
+4,369
79
$3.1M 0.07%
10,901
+8,409
80
$3.08M 0.07%
65,940
+11,412
81
$3.04M 0.07%
57,080
+51,370
82
$2.86M 0.06%
21,151
+9,495
83
$2.85M 0.06%
9,745
+1,825
84
$2.82M 0.06%
20,876
+3,187
85
$2.8M 0.06%
19,387
-4,214
86
$2.76M 0.06%
8,660
+1,713
87
$2.57M 0.06%
45,856
-50,418
88
$2.44M 0.05%
38,450
+6,855
89
$2.37M 0.05%
6,000
-1,493
90
$2.22M 0.05%
20,025
91
$2.11M 0.05%
6,630
+1,526
92
$1.97M 0.04%
38,410
+34,456
93
$1.48M 0.03%
6,765
+2,227
94
$1.38M 0.03%
15,415
+4,009
95
$1.33M 0.03%
8,980
+2,267
96
$1.17M 0.03%
8,141
-2,023
97
$1.14M 0.03%
15,440
+3,430
98
$1.02M 0.02%
23,005
-8,042
99
$980K 0.02%
4,382
+1,479
100
$739K 0.02%
12,000
2 3
4
5 6