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
$4.21B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$314M
2
+$157M
3
+$66.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$52.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$42.6M

Top Sells

1
+$285M
2
+$200M
3
+$96.6M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$92.5M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.5M

Sector Composition

1 Financials 18.86%
2 Technology 6.67%
3 Healthcare 0.72%
4 Consumer Discretionary 0.51%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$643K 0.02%
2,903
+829
102
$601K 0.01%
18,478
+4,267
103
$554K 0.01%
4,854
-34
104
$491K 0.01%
2,492
-12,714
105
$467K 0.01%
24,208
-33,926
106
$451K 0.01%
969
-54
107
$435K 0.01%
+12,992
108
$419K 0.01%
4,841
-1,222
109
$364K 0.01%
1,704
-10,450
110
$357K 0.01%
1,240
+1,021
111
$348K 0.01%
7,738
+2,390
112
$342K 0.01%
1,547
+1,471
113
$293K 0.01%
5,710
-12,650
114
$285K 0.01%
3,103
-3,239
115
$280K 0.01%
2,297
+586
116
$262K 0.01%
+720
117
$255K 0.01%
4,387
-365
118
$254K 0.01%
2,607
119
$243K 0.01%
+405
120
$218K 0.01%
3,179
121
$187K ﹤0.01%
3,954
+3,018
122
$142K ﹤0.01%
+315
123
$129K ﹤0.01%
1,867
-103
124
$119K ﹤0.01%
1,160
+880
125
$116K ﹤0.01%
+4,548
3 4
5
6 7