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
$4.04B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$298M
3
+$198M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$196M
5
GLD icon
SPDR Gold Trust
GLD
+$102M

Top Sells

1
+$268M
2
+$125M
3
+$86.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$74.4M
5
CPRI icon
Capri Holdings
CPRI
+$33.1M

Sector Composition

1 Financials 16.71%
2 Technology 7.25%
3 Consumer Discretionary 0.53%
4 Healthcare 0.48%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$512K 0.01%
14,211
+327
102
$470K 0.01%
4,888
-534
103
$426K 0.01%
6,063
-797
104
$423K 0.01%
2,074
+947
105
$377K 0.01%
+1,633
106
$309K 0.01%
+14,533
107
$290K 0.01%
5,348
+136
108
$267K 0.01%
4,752
-446
109
$241K 0.01%
2,607
110
$215K 0.01%
3,179
111
$199K ﹤0.01%
1,711
+198
112
$144K ﹤0.01%
2,305
+1,313
113
$134K ﹤0.01%
1,970
-590
114
$86K ﹤0.01%
288
+198
115
$61K ﹤0.01%
+219
116
$44K ﹤0.01%
1,325
117
$40K ﹤0.01%
936
-980
118
$36K ﹤0.01%
983
+6
119
$35K ﹤0.01%
1,130
120
$31K ﹤0.01%
981
-144
121
$25K ﹤0.01%
+280
122
$20K ﹤0.01%
+115
123
$19K ﹤0.01%
+400
124
$18K ﹤0.01%
129
125
$15K ﹤0.01%
76
3 4
5
6 7