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
$4.45B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$569M
2
+$68.9M
3
+$19.4M
4
GLD icon
SPDR Gold Trust
GLD
+$12.7M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$10.3M

Top Sells

1
+$17.4M
2
+$10.4M
3
+$2.3M
4
AMD icon
Advanced Micro Devices
AMD
+$1.41M
5
HRB icon
H&R Block
HRB
+$1.37M

Sector Composition

1 Financials 62.81%
2 Technology 6.82%
3 Communication Services 1.71%
4 Consumer Discretionary 1.49%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.05%
43,652
+3,286
77
$1.78M 0.04%
24,048
-413
78
$1.76M 0.04%
22,607
+3,788
79
$1.75M 0.04%
18,470
-95
80
$1.73M 0.04%
16,100
+2,192
81
$1.67M 0.04%
+6,400
82
$1.62M 0.04%
5,726
-1,372
83
$1.43M 0.03%
15,315
-410
84
$1.42M 0.03%
19,241
-2,643
85
$1.4M 0.03%
23,617
+262
86
$1.31M 0.03%
31,923
-1,312
87
$1.28M 0.03%
17,857
-4,000
88
$1.21M 0.03%
12,285
-971
89
$1.19M 0.03%
17,067
+14,600
90
$1.07M 0.02%
10,982
+1,267
91
$1.03M 0.02%
17,947
+1,712
92
$1.02M 0.02%
7,032
-507
93
$1M 0.02%
7,430
-108
94
$975K 0.02%
10,783
-1,432
95
$826K 0.02%
18,394
+111
96
$778K 0.02%
19,534
+678
97
$778K 0.02%
7,521
+31
98
$743K 0.02%
2,181
-191
99
$726K 0.02%
4,426
-14,040
100
$699K 0.02%
2,668
-253
2 3
4
5 6