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
$2.33B
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$6.39M
3
+$6.34M
4
TAN icon
Invesco Solar ETF
TAN
+$6.26M
5
AMD icon
Advanced Micro Devices
AMD
+$5.85M

Top Sells

1
+$504M
2
+$212M
3
+$112M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$81.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$74.3M

Sector Composition

1 Financials 53.34%
2 Technology 7.19%
3 Healthcare 1.95%
4 Communication Services 1.58%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.82M 0.12%
49,707
-10,630
77
$2.72M 0.11%
16,655
+423
78
$2.69M 0.11%
100,980
-3,832
79
$2.65M 0.11%
43,886
-8,471
80
$2.44M 0.1%
159,321
-6,270
81
$2.29M 0.1%
10,230
+354
82
$2.15M 0.09%
20,959
+7,700
83
$2.1M 0.09%
12,687
+6,368
84
$1.95M 0.08%
21,680
+843
85
$1.93M 0.08%
48,213
-1,276
86
$1.92M 0.08%
33,617
-70,934
87
$1.86M 0.08%
15,865
-3,600
88
$1.79M 0.08%
22,509
-8,495
89
$1.7M 0.07%
21,448
-1,405
90
$1.5M 0.06%
11,147
+468
91
$1.42M 0.06%
59,040
-140,740
92
$1.41M 0.06%
+30,600
93
$1.4M 0.06%
40,132
+3,232
94
$1.39M 0.06%
36,686
-10,248
95
$1.36M 0.06%
24,872
+1,920
96
$1.34M 0.06%
18,971
-7,083
97
$1.33M 0.06%
19,208
+4,267
98
$1.31M 0.06%
7,672
-27,812
99
$1.28M 0.05%
33,218
-12,197
100
$1.27M 0.05%
54,965
-33,825
2 3
4
5 6