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
$4.53B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$474M
2
+$138M
3
+$103M
4
ARES icon
Ares Management
ARES
+$78.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$76.2M

Top Sells

1
+$527M
2
+$298M
3
+$218M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$143M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19M

Sector Composition

1 Financials 21.48%
2 Technology 8.03%
3 Healthcare 0.85%
4 Consumer Discretionary 0.75%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$729K 0.02%
20,605
+7,613
102
$729K 0.02%
11,963
+1,042
103
$627K 0.01%
18,454
-24
104
$608K 0.01%
9,737
-3,048
105
$583K 0.01%
28,523
+4,315
106
$520K 0.01%
4,462
-392
107
$423K 0.01%
4,156
+1,053
108
$394K 0.01%
8,436
+698
109
$317K 0.01%
1,380
-167
110
$311K 0.01%
2,540
+1,380
111
$310K 0.01%
1,783
-2,401
112
$297K 0.01%
1,905
+1,776
113
$283K 0.01%
720
114
$270K 0.01%
2,607
115
$264K 0.01%
6,265
+4,611
116
$219K ﹤0.01%
4,046
+4,022
117
$215K ﹤0.01%
3,179
118
$213K ﹤0.01%
361
-608
119
$194K ﹤0.01%
788
-5,051
120
$188K ﹤0.01%
+5,902
121
$172K ﹤0.01%
2,825
-1,562
122
$142K ﹤0.01%
1,780
+466
123
$126K ﹤0.01%
4,548
124
$114K ﹤0.01%
4,297
125
$113K ﹤0.01%
+677
3 4
5
6 7