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
$3.15B
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$21.4M
3
+$9.82M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.03M

Top Sells

1
+$245M
2
+$154M
3
+$18.7M
4
AMD icon
Advanced Micro Devices
AMD
+$18.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11.4M

Sector Composition

1 Financials 54.46%
2 Technology 7.25%
3 Consumer Discretionary 1.9%
4 Communication Services 1.59%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.05%
20,747
+9,744
77
$1.53M 0.05%
29,451
-7,833
78
$1.45M 0.05%
20,078
+902
79
$1.4M 0.04%
16,275
+15,800
80
$1.4M 0.04%
+2,848
81
$1.36M 0.04%
15,210
-8,252
82
$1.36M 0.04%
32,146
-20,990
83
$1.31M 0.04%
14,731
+835
84
$1.29M 0.04%
19,792
-889
85
$1.28M 0.04%
23,754
+388
86
$1.28M 0.04%
9,129
-1,170
87
$1.26M 0.04%
9,297
-5,732
88
$1.25M 0.04%
31,180
-3,577
89
$1.23M 0.04%
35,577
-2,326
90
$1.19M 0.04%
12,978
-27,451
91
$1.19M 0.04%
24,282
+3,981
92
$1.08M 0.03%
14,797
+103
93
$1.05M 0.03%
14,394
-10,710
94
$1.02M 0.03%
3,897
-857
95
$1.01M 0.03%
8,294
+483
96
$990K 0.03%
8,445
-338
97
$864K 0.03%
2,836
+79
98
$822K 0.03%
21,796
-7,572
99
$800K 0.03%
9,244
-3,381
100
$788K 0.03%
6,489
-1,910
2 3
4
5 6