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
$3.5B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$221M
3
+$74.3M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$59.4M
5
GLD icon
SPDR Gold Trust
GLD
+$23.6M

Top Sells

1
+$41.6M
2
+$20.7M
3
+$15.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.75M

Sector Composition

1 Financials 33.56%
2 Technology 5.98%
3 Consumer Discretionary 1.83%
4 Healthcare 1.67%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.88M 0.11%
55,343
+2,799
77
$3.8M 0.11%
70,665
-7,515
78
$3.6M 0.1%
20,304
-2,688
79
$3.56M 0.1%
199,780
+105,750
80
$3.47M 0.1%
24,168
-4,378
81
$3.47M 0.1%
165,591
-65,832
82
$3.45M 0.1%
52,357
-4,578
83
$3.19M 0.09%
11,630
+731
84
$2.94M 0.08%
104,812
-10,037
85
$2.71M 0.08%
16,232
-178
86
$2.65M 0.07%
31,004
-4,898
87
$2.49M 0.07%
7,169
+3,858
88
$2.43M 0.07%
53,200
89
$2.38M 0.07%
46,934
-5,542
90
$2.33M 0.07%
26,054
+15,500
91
$2.33M 0.07%
9,876
+1,681
92
$2.29M 0.06%
19,465
-4,878
93
$2.11M 0.06%
49,489
-6,161
94
$2.02M 0.06%
88,790
-58,443
95
$1.99M 0.06%
20,837
+1,542
96
$1.92M 0.05%
24,609
+20,246
97
$1.83M 0.05%
45,415
-9,133
98
$1.82M 0.05%
43,663
-13,987
99
$1.79M 0.05%
32,939
-123,310
100
$1.74M 0.05%
72,647
+42,640
2 3
4
5 6