SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$764M
AUM Growth
-$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$29.8M
3
+$20.7M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.53M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.65M

Top Sells

1
+$198M
2
+$19.7M
3
+$6.49M
4
GLD icon
SPDR Gold Trust
GLD
+$4.81M
5
MU icon
Micron Technology
MU
+$2.98M

Sector Composition

1 Financials 10.62%
2 Technology 1.61%
3 Consumer Staples 1.43%
4 Consumer Discretionary 0.78%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,953
102
– –
-46,404
103
– –
-11,592
104
– –
-120
105
– –
-22,933
106
– –
-620
107
– –
-78,475
108
– –
-805
109
– –
-1,030
110
– –
-500
111
– –
-86,000
112
– –
-9,300
113
– –
0
114
– –
0
115
– –
-317
116
– –
-406
117
– –
-125
118
– –
-39,598
119
– –
-240
120
– –
-293
121
– –
-88
122
– –
-70
123
– –
-250
124
– –
-1,585
125
– –
-12,528
1 2 3 4
5