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
$487M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$38.6M
3
+$24.7M
4
MBB icon
iShares MBS ETF
MBB
+$22.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$20M

Top Sells

1
+$148M
2
+$110M
3
+$41.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.88M
5
DDD icon
3D Systems Corp
DDD
+$4.04M

Sector Composition

1 Financials 13.55%
2 Consumer Staples 1.84%
3 Consumer Discretionary 1.57%
4 Technology 1.4%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K ﹤0.01%
+293
102
$9K ﹤0.01%
46
-749
103
$7K ﹤0.01%
+54
104
$6K ﹤0.01%
+174
105
$6K ﹤0.01%
300
-202,100
106
$5K ﹤0.01%
120
-630
107
$4K ﹤0.01%
124
-784
108
$4K ﹤0.01%
+53
109
$3K ﹤0.01%
+52
110
$2K ﹤0.01%
+13
111
$2K ﹤0.01%
+60
112
$1K ﹤0.01%
10
-350
113
– –
-730
114
– –
-475
115
– –
-174
116
– –
-200
117
– –
-990
118
– –
-2,738
119
– –
-462,000
120
– –
-449
121
– –
-101
122
– –
-13,000
123
– –
-430
124
– –
-131
125
– –
-17,654
2 3 4
5
6