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
$1.25B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$295M
2
+$206M
3
+$12.9M
4
AMZN icon
Amazon
AMZN
+$6.54M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.03M

Top Sells

1
+$278M
2
+$10.1M
3
+$9.59M
4
NVDA icon
NVIDIA
NVDA
+$7.77M
5
XYZ
Block Inc
XYZ
+$5.22M

Sector Composition

1 Financials 8.73%
2 Technology 6.27%
3 Consumer Discretionary 1.15%
4 Healthcare 1.08%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,667
102
– –
-930
103
– –
-696
104
– –
-355
105
– –
-1,410
106
– –
-2,000
107
– –
-150
108
– –
-1,000
109
– –
-100
110
– –
-57,916
111
– –
-4,048
112
– –
-1,395
113
– –
-1,020,000
1 2 3 4
5