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
$3.21B
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$19.4M
3
+$14.1M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$10.4M
5
GLD icon
SPDR Gold Trust
GLD
+$7.55M

Top Sells

1
+$133M
2
+$8.29M
3
+$4.45M
4
ZS icon
Zscaler
ZS
+$2.02M
5
CRWD icon
CrowdStrike
CRWD
+$1.98M

Sector Composition

1 Financials 59.38%
2 Technology 8.99%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.06%
13,908
+11,533
77
$1.72M 0.05%
40,366
+5,367
78
$1.69M 0.05%
18,565
-993
79
$1.55M 0.05%
24,461
+1,105
80
$1.43M 0.04%
21,884
+1,651
81
$1.41M 0.04%
8,867
-10,019
82
$1.39M 0.04%
15,725
-1,322
83
$1.37M 0.04%
21,664
+7,110
84
$1.34M 0.04%
18,819
+3,764
85
$1.31M 0.04%
21,857
-2,841
86
$1.31M 0.04%
23,355
+465
87
$1.23M 0.04%
33,235
-904
88
$1.23M 0.04%
13,256
-843
89
$1.07M 0.03%
16,080
-13,800
90
$1.05M 0.03%
12,215
-1,290
91
$1.04M 0.03%
21,606
+21,500
92
$1.03M 0.03%
7,539
-392
93
$912K 0.03%
7,538
-351
94
$869K 0.03%
16,235
+2,881
95
$823K 0.03%
14,092
-11,215
96
$814K 0.03%
9,715
+1,302
97
$754K 0.02%
18,283
-461
98
$741K 0.02%
2,372
-107
99
$692K 0.02%
2,921
-450
100
$672K 0.02%
7,490
-619
2 3
4
5 6