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
$2.64B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$29.5M
3
+$28.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$19.1M
5
USO icon
United States Oil Fund
USO
+$15.1M

Top Sells

1
+$13.3M
2
+$12.1M
3
+$7.83M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.82M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$7.18M

Sector Composition

1 Financials 52.25%
2 Technology 7.46%
3 Communication Services 1.87%
4 Healthcare 1.76%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.1%
52,950
-6,500
77
$2.53M 0.1%
10,182
-48
78
$2.51M 0.1%
136,500
-22,821
79
$2.39M 0.09%
95,209
-5,771
80
$2.18M 0.08%
37,788
-6,098
81
$2.04M 0.08%
15,544
-321
82
$1.96M 0.07%
21,680
83
$1.89M 0.07%
39,677
-8,536
84
$1.86M 0.07%
211,493
-125,994
85
$1.84M 0.07%
12,911
+5,239
86
$1.8M 0.07%
21,682
+234
87
$1.6M 0.06%
23,981
-891
88
$1.6M 0.06%
33,835
+218
89
$1.57M 0.06%
41,490
+1,358
90
$1.49M 0.06%
29,481
+24,358
91
$1.46M 0.06%
180,558
+71,230
92
$1.46M 0.06%
17,246
-5,263
93
$1.43M 0.05%
30,600
94
$1.37M 0.05%
10,076
-41,168
95
$1.36M 0.05%
15,634
+10,587
96
$1.36M 0.05%
9,599
-1,548
97
$1.3M 0.05%
49,008
-5,957
98
$1.26M 0.05%
19,712
+504
99
$1.26M 0.05%
32,468
-750
100
$1.25M 0.05%
+49,470
2 3
4
5 6