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
$3.14B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$101M
3
+$28.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
AMD icon
Advanced Micro Devices
AMD
+$10.2M

Top Sells

1
+$333M
2
+$165M
3
+$88.1M
4
VTS icon
Vitesse Energy
VTS
+$25.1M
5
AMZN icon
Amazon
AMZN
+$24M

Sector Composition

1 Financials 44.58%
2 Technology 7.41%
3 Communication Services 2%
4 Consumer Discretionary 1.88%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.07%
27,689
-5,861
77
$2.06M 0.07%
40,194
+5,743
78
$1.96M 0.06%
21,373
-499
79
$1.87M 0.06%
14,740
-720
80
$1.81M 0.06%
35,424
-2,335
81
$1.77M 0.06%
21,267
-955
82
$1.74M 0.06%
44,045
+794
83
$1.69M 0.05%
144,727
-116,792
84
$1.68M 0.05%
69,390
+14,130
85
$1.56M 0.05%
10,503
+38
86
$1.56M 0.05%
34,346
-1,355
87
$1.54M 0.05%
34,568
+3,701
88
$1.46M 0.05%
19,027
+1,303
89
$1.44M 0.05%
+13,035
90
$1.41M 0.04%
8,040
-3,159
91
$1.39M 0.04%
60,458
+5,269
92
$1.37M 0.04%
11,467
-15,489
93
$1.35M 0.04%
5,395
+288
94
$1.31M 0.04%
18,012
-5,927
95
$1.31M 0.04%
51,759
-51,355
96
$1.27M 0.04%
+17,168
97
$1.26M 0.04%
39,979
-3,670
98
$1.19M 0.04%
17,568
+5,801
99
$1.18M 0.04%
31,623
+1,007
100
$1.13M 0.04%
20,317
2 3
4
5 6