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
$3.22B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.41M
3
+$3.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.5M

Top Sells

1
+$85.9M
2
+$69.3M
3
+$51.6M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$21.5M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$17.1M

Sector Composition

1 Financials 59.29%
2 Technology 8.47%
3 Communication Services 1.95%
4 Consumer Discretionary 1.82%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.06%
15,489
+14,867
77
$1.7M 0.05%
71,786
-1,327
78
$1.7M 0.05%
25,307
+19,630
79
$1.63M 0.05%
23,356
+3,564
80
$1.6M 0.05%
+15,871
81
$1.55M 0.05%
9,052
+8,930
82
$1.53M 0.05%
17,047
+2,316
83
$1.44M 0.04%
34,999
+3,819
84
$1.42M 0.04%
24,698
-4,753
85
$1.42M 0.04%
20,233
+155
86
$1.36M 0.04%
34,139
-1,438
87
$1.34M 0.04%
22,890
-864
88
$1.34M 0.04%
14,099
-1,111
89
$1.33M 0.04%
+4,431
90
$1.23M 0.04%
14,554
-6,193
91
$1.22M 0.04%
15,055
+661
92
$1.1M 0.03%
13,505
-1,292
93
$1.09M 0.03%
7,931
-1,366
94
$1.05M 0.03%
20,307
-3,975
95
$972K 0.03%
7,889
-556
96
$924K 0.03%
8,831
-4,147
97
$905K 0.03%
3,371
-526
98
$788K 0.02%
2,479
-357
99
$786K 0.02%
18,744
-3,052
100
$785K 0.02%
8,109
-1,135
2 3
4
5 6