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
$1.09B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$177M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$46.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.85M

Top Sells

1
+$162M
2
+$18.2M
3
+$2.52M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.19M
5
AET
Aetna Inc
AET
+$2.08M

Sector Composition

1 Financials 8.23%
2 Consumer Discretionary 4.96%
3 Consumer Staples 1.11%
4 Technology 1.04%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57K 0.01%
+1,200
102
$52K ﹤0.01%
1,325
103
$47K ﹤0.01%
+1,800
104
$43K ﹤0.01%
+662
105
$43K ﹤0.01%
750
-464
106
$43K ﹤0.01%
+320
107
$42K ﹤0.01%
+510
108
$39K ﹤0.01%
+345
109
$33K ﹤0.01%
+379
110
$30K ﹤0.01%
447
111
$27K ﹤0.01%
915
112
$26K ﹤0.01%
+384
113
$24K ﹤0.01%
+900
114
$22K ﹤0.01%
+135
115
$17K ﹤0.01%
+475
116
$14K ﹤0.01%
+1,500
117
$13K ﹤0.01%
+200
118
$7K ﹤0.01%
+397
119
$6K ﹤0.01%
+40
120
– –
-1,297
121
– –
-1,778
122
– –
0
123
– –
-3,852
124
– –
-30
125
– –
-6,310
2 3 4
5
6