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
$3.18B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$88.1M
3
+$23.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$20.2M
5
AMZN icon
Amazon
AMZN
+$18M

Top Sells

1
+$44.4M
2
+$29.5M
3
+$28.5M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$28.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$26.7M

Sector Composition

1 Financials 49.09%
2 Technology 6.48%
3 Consumer Discretionary 2.19%
4 Communication Services 2.11%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.67M 0.08%
89,815
-5,394
77
$2.57M 0.08%
133,642
-2,858
78
$2.52M 0.08%
103,114
-45,404
79
$2.38M 0.07%
9,976
-206
80
$2.34M 0.07%
44,780
+5,103
81
$2.24M 0.07%
33,550
-4,238
82
$2.13M 0.07%
37,759
-15,344
83
$2.03M 0.06%
21,872
+192
84
$2M 0.06%
15,460
-84
85
$1.8M 0.06%
34,451
+616
86
$1.71M 0.05%
43,251
+1,761
87
$1.69M 0.05%
22,222
+540
88
$1.67M 0.05%
23,939
-42
89
$1.59M 0.05%
11,199
-1,712
90
$1.53M 0.05%
35,701
+3,233
91
$1.51M 0.05%
17,724
+6,120
92
$1.42M 0.04%
10,544
+468
93
$1.4M 0.04%
30,867
+6,739
94
$1.38M 0.04%
10,465
+866
95
$1.35M 0.04%
55,260
+5,790
96
$1.33M 0.04%
15,453
-1,793
97
$1.27M 0.04%
55,189
+16,251
98
$1.24M 0.04%
5,107
+580
99
$1.23M 0.04%
43,649
-5,359
100
$1.22M 0.04%
20,317
+605
2 3
4
5 6