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
$1.23B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$92.3M
3
+$9.58M
4
AMD icon
Advanced Micro Devices
AMD
+$9.07M
5
NVDA icon
NVIDIA
NVDA
+$5.98M

Top Sells

1
+$304M
2
+$129M
3
+$9.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.29M

Sector Composition

1 Financials 23.63%
2 Technology 3.52%
3 Healthcare 1.03%
4 Consumer Staples 1%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44K ﹤0.01%
1,325
102
$41K ﹤0.01%
848
-7,882
103
$37K ﹤0.01%
691
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104
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+2,360
105
$26K ﹤0.01%
+1,564
106
$23K ﹤0.01%
+207
107
$22K ﹤0.01%
+300
108
$22K ﹤0.01%
+136
109
$17K ﹤0.01%
180
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110
$14K ﹤0.01%
420
111
$4K ﹤0.01%
207
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112
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117
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124
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2 3 4
5
6