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
$4.36B
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$269M
3
+$88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.3M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$20.8M

Top Sells

1
+$475M
2
+$164M
3
+$109M
4
GLD icon
SPDR Gold Trust
GLD
+$69.2M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$64.4M

Sector Composition

1 Financials 34.31%
2 Technology 8.07%
3 Healthcare 1.2%
4 Communication Services 1%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.17M 0.1%
+30,970
77
$3.92M 0.09%
138,905
+13,161
78
$3.88M 0.09%
23,967
-990
79
$3.82M 0.09%
23,651
+3,377
80
$3.78M 0.09%
69,126
+4,419
81
$3.64M 0.08%
56,965
+6,379
82
$3.56M 0.08%
10,794
+2,134
83
$3.52M 0.08%
11,345
-123
84
$3.51M 0.08%
25,107
+4,231
85
$3.49M 0.08%
13,459
+3,714
86
$3.41M 0.08%
27,160
+6,009
87
$3.17M 0.07%
58,622
+12,766
88
$3.06M 0.07%
62,800
-3,140
89
$2.72M 0.06%
18,832
-555
90
$2.7M 0.06%
6,005
+5
91
$2.41M 0.06%
46,489
+8,079
92
$2.35M 0.05%
11,549
+4,784
93
$2.32M 0.05%
7,684
+1,054
94
$2.19M 0.05%
19,800
-225
95
$2.13M 0.05%
14,153
+5,173
96
$1.98M 0.05%
11,486
+9,703
97
$1.97M 0.05%
7,619
-36,020
98
$1.94M 0.04%
19,377
+3,962
99
$1.92M 0.04%
+7,362
100
$1.77M 0.04%
+53,467
2 3
4
5 6