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
$5.46B
AUM Growth
-$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.6M
3
+$8.54M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.41M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.63M

Top Sells

1
+$369M
2
+$359M
3
+$129M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$125M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$106M

Sector Composition

1 Financials 48.48%
2 Technology 5.15%
3 Communication Services 1.53%
4 Healthcare 1.35%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.04%
45,839
+2,542
77
$1.67M 0.03%
18,080
-390
78
$1.56M 0.03%
25,920
+2,333
79
$1.55M 0.03%
20,592
-17
80
$1.46M 0.03%
17,462
+5,179
81
$1.38M 0.03%
4,230
+1,396
82
$1.38M 0.03%
15,193
-620
83
$1.25M 0.02%
15,073
+6,844
84
$1.2M 0.02%
20,121
-4,466
85
$1.1M 0.02%
29,175
-1,071
86
$1.06M 0.02%
11,747
+54
87
$1.06M 0.02%
3,986
-1,579
88
$1.04M 0.02%
10,813
+340
89
$1.03M 0.02%
19,151
+1,997
90
$943K 0.02%
11,629
-79
91
$865K 0.02%
18,816
+695
92
$858K 0.02%
6,392
-72
93
$775K 0.01%
6,061
-637
94
$763K 0.01%
16,824
-314
95
$741K 0.01%
10,927
-8,431
96
$623K 0.01%
2,511
+59
97
$596K 0.01%
4,192
-646
98
$582K 0.01%
+2,200
99
$579K 0.01%
+3,501
100
$535K 0.01%
12,000
2 3
4
5 6