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
$2.89B
AUM Growth
+$901M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$191M
3
+$131M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$109M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$45.8M

Top Sells

1
+$183M
2
+$39.6M
3
+$8M
4
XYZ
Block Inc
XYZ
+$5.58M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.34M

Sector Composition

1 Financials 19.68%
2 Technology 4.97%
3 Consumer Discretionary 0.9%
4 Healthcare 0.51%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$93K ﹤0.01%
886
+155
102
$89K ﹤0.01%
3,910
+1,029
103
$88K ﹤0.01%
+250
104
$85K ﹤0.01%
1,557
-121
105
$77K ﹤0.01%
3,080
106
$58K ﹤0.01%
403
-817
107
$53K ﹤0.01%
+795
108
$43K ﹤0.01%
+444
109
$41K ﹤0.01%
1,325
110
$32K ﹤0.01%
1,130
111
$32K ﹤0.01%
+240
112
$30K ﹤0.01%
1,052
113
$25K ﹤0.01%
1,008
-5,447
114
$20K ﹤0.01%
+465
115
$19K ﹤0.01%
748
116
$17K ﹤0.01%
+94
117
$9K ﹤0.01%
+200
118
$7K ﹤0.01%
170
-5,998
119
$3K ﹤0.01%
+102
120
– –
-81,820
121
– –
-1,804
122
– –
-551
123
– –
-680
124
– –
-10,470
125
– –
-8,983
2 3 4
5
6