SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.34B
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$32.6M
3
+$29.8M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$23.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$23M

Top Sells

1
+$116M
2
+$45.3M
3
+$33.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$30M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.2M

Sector Composition

1 Financials 47.39%
2 Technology 10.56%
3 Consumer Discretionary 2.94%
4 Healthcare 2.54%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.17M 0.12%
147,233
-42,891
77
$4.13M 0.12%
231,423
+37,151
78
$4.09M 0.12%
7,110
+207
79
$4.08M 0.12%
22,992
+228
80
$4.04M 0.12%
+30,000
81
$3.91M 0.11%
52,544
-2,410
82
$3.82M 0.11%
+19,493
83
$3.68M 0.11%
44,109
+1,099
84
$3.59M 0.11%
9,403
+8,937
85
$3.57M 0.1%
55,251
-6,838
86
$3.51M 0.1%
35,902
-1,190,981
87
$3.46M 0.1%
53,200
-4,800
88
$3.26M 0.1%
10,899
-1,535
89
$3.17M 0.09%
24,343
-1,110
90
$3.1M 0.09%
55,650
+3,523
91
$3.09M 0.09%
10,132
-1,429
92
$2.9M 0.09%
54,548
-8,140
93
$2.86M 0.08%
57,650
+7,024
94
$2.75M 0.08%
16,410
-3,432
95
$2.67M 0.08%
52,476
-12,911
96
$2.49M 0.07%
27,688
-3,193
97
$2.44M 0.07%
7,315
+6,300
98
$2.08M 0.06%
+8,195
99
$2.03M 0.06%
11,762
-944
100
$1.96M 0.06%
19,295
-300
2 3
4
5 6