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
$3.1B
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$59.7M
3
+$45.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$19.2M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$14.4M

Top Sells

1
+$104M
2
+$99.7M
3
+$61.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
META icon
Meta Platforms (Facebook)
META
+$12.2M

Sector Composition

1 Financials 48.13%
2 Technology 6.28%
3 Consumer Discretionary 1.74%
4 Communication Services 1.67%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.06%
21,178
-195
77
$1.84M 0.06%
15,029
+289
78
$1.79M 0.06%
16,217
+3,182
79
$1.78M 0.06%
75,381
+5,991
80
$1.71M 0.06%
23,462
+2,195
81
$1.66M 0.05%
25,104
+7,936
82
$1.59M 0.05%
37,284
+2,716
83
$1.36M 0.04%
64,400
+3,942
84
$1.36M 0.04%
10,299
-1,168
85
$1.33M 0.04%
19,176
+1,164
86
$1.32M 0.04%
20,681
+1,654
87
$1.32M 0.04%
34,757
-9,288
88
$1.26M 0.04%
7,609
-11,702
89
$1.15M 0.04%
37,903
-2,076
90
$1.15M 0.04%
13,896
+3,094
91
$1.13M 0.04%
23,366
+4,799
92
$1.09M 0.04%
4,754
-641
93
$1.08M 0.03%
5,313
+1,557
94
$1.04M 0.03%
7,811
-2,692
95
$1.02M 0.03%
8,399
+744
96
$999K 0.03%
116,658
-28,069
97
$963K 0.03%
14,694
+31
98
$952K 0.03%
29,368
-2,255
99
$945K 0.03%
8,783
+141
100
$940K 0.03%
12,625
+902
2 3
4
5 6