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
$7.5B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$933M
2
+$536M
3
+$389M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$280M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$129M

Top Sells

1
+$11.7M
2
+$4.42M
3
+$2.58M
4
TSLA icon
Tesla
TSLA
+$1.98M
5
MU icon
Micron Technology
MU
+$1.73M

Sector Composition

1 Financials 43.22%
2 Technology 4.43%
3 Communication Services 1.12%
4 Consumer Discretionary 0.91%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.31M 0.03%
9,998
-1,653
77
$2.29M 0.03%
40,554
-207,409
78
$2.14M 0.03%
89,232
-4,511
79
$2.06M 0.03%
90,677
-7,511
80
$1.89M 0.03%
31,868
-7,130
81
$1.81M 0.02%
43,297
-355
82
$1.67M 0.02%
18,470
83
$1.58M 0.02%
20,609
-1,998
84
$1.57M 0.02%
24,587
+539
85
$1.41M 0.02%
5,565
-161
86
$1.41M 0.02%
15,813
+498
87
$1.38M 0.02%
23,587
-30
88
$1.22M 0.02%
30,246
-1,677
89
$1.16M 0.02%
19,358
+117
90
$1.06M 0.01%
2,834
+653
91
$1.05M 0.01%
11,708
-577
92
$1.04M 0.01%
11,693
+711
93
$1.01M 0.01%
10,473
-310
94
$973K 0.01%
+10,720
95
$944K 0.01%
12,283
-5,574
96
$896K 0.01%
17,154
-793
97
$886K 0.01%
6,698
-334
98
$849K 0.01%
6,464
-966
99
$779K 0.01%
1,804
-4,596
100
$708K 0.01%
8,229
+708
2 3
4
5 6