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
$3.41B
AUM Growth
-$948M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$21.1M
3
+$14.6M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$9.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.31M

Top Sells

1
+$298M
2
+$275M
3
+$225M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$88M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.8M

Sector Composition

1 Financials 47.81%
2 Technology 8.86%
3 Healthcare 1.64%
4 Communication Services 1.48%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.72M 0.11%
11,519
+3,900
77
$3.69M 0.11%
122,428
-16,477
78
$3.68M 0.11%
43,010
-8,968
79
$3.46M 0.1%
30,881
+3,721
80
$3.45M 0.1%
19,842
+5,689
81
$3.4M 0.1%
65,387
+6,765
82
$3.31M 0.1%
62,688
-112
83
$3.31M 0.1%
52,127
-16,999
84
$3.21M 0.09%
8,668
+984
85
$2.98M 0.09%
12,706
+1,157
86
$2.94M 0.08%
50,626
+4,137
87
$2.35M 0.07%
51,163
+23,193
88
$2.29M 0.07%
15,470
-3,362
89
$2.14M 0.06%
19,595
-205
90
$1.97M 0.06%
5,731
+3,130
91
$1.79M 0.05%
12,096
-7,281
92
$1.68M 0.05%
6,804
+625
93
$1.65M 0.05%
+10,178
94
$1.58M 0.05%
33,502
+9,816
95
$1.57M 0.05%
17,997
+342
96
$1.11M 0.03%
6,902
-3,586
97
$1.07M 0.03%
5,632
-7,827
98
$1.06M 0.03%
8,687
+2,614
99
$1.02M 0.03%
15,440
+1,626
100
$938K 0.03%
9,500
+675
2 3
4
5 6