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
$2.88B
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$405M
2
+$250M
3
+$102M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.9M
5
USO icon
United States Oil Fund
USO
+$30M

Top Sells

1
+$567M
2
+$348M
3
+$126M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$117M
5
GLD icon
SPDR Gold Trust
GLD
+$95.1M

Sector Composition

1 Financials 20.32%
2 Technology 7.81%
3 Consumer Discretionary 0.98%
4 Healthcare 0.59%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$332K 0.01%
7,915
+1,180
102
$289K 0.01%
5,212
+68
103
$279K 0.01%
5,198
-2,804
104
$218K 0.01%
1,127
-10
105
$210K 0.01%
2,607
106
$188K 0.01%
3,179
107
$178K 0.01%
+632
108
$175K 0.01%
+5,721
109
$163K 0.01%
2,560
-5,156
110
$157K 0.01%
1,513
+1,069
111
$106K ﹤0.01%
+1,358
112
$102K ﹤0.01%
+2,082
113
$78K ﹤0.01%
3,350
+3,248
114
$66K ﹤0.01%
760
-640
115
$66K ﹤0.01%
1,916
-1,632
116
$59K ﹤0.01%
+1,729
117
$53K ﹤0.01%
1,024
-473
118
$49K ﹤0.01%
992
-565
119
$48K ﹤0.01%
+563
120
$41K ﹤0.01%
1,325
121
$31K ﹤0.01%
1,130
122
$29K ﹤0.01%
1,125
+117
123
$28K ﹤0.01%
244
-63,240
124
$28K ﹤0.01%
800
-1,890
125
$27K ﹤0.01%
977
-75
2 3 4
5
6