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
$4.36B
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$269M
3
+$88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.3M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$20.8M

Top Sells

1
+$475M
2
+$164M
3
+$109M
4
GLD icon
SPDR Gold Trust
GLD
+$69.2M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$64.4M

Sector Composition

1 Financials 34.31%
2 Technology 8.07%
3 Healthcare 1.2%
4 Communication Services 1%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.7M 0.04%
+23,686
102
$1.64M 0.04%
6,054
+5,266
103
$1.48M 0.03%
29,862
-8,588
104
$1.39M 0.03%
17,655
+2,215
105
$1.36M 0.03%
27,970
+4,965
106
$1.34M 0.03%
+10,488
107
$1.28M 0.03%
6,179
+1,797
108
$1.16M 0.03%
+16,154
109
$1.03M 0.02%
7,524
-617
110
$955K 0.02%
4,093
-9,397
111
$947K 0.02%
15,810
-41,270
112
$879K 0.02%
+8,825
113
$804K 0.02%
13,814
+4,077
114
$782K 0.02%
5,820
+3,280
115
$764K 0.02%
+2,601
116
$731K 0.02%
12,000
117
$697K 0.02%
6,073
+1,611
118
$696K 0.02%
11,629
-334
119
$585K 0.01%
19,860
+1,406
120
$544K 0.01%
783
+663
121
$510K 0.01%
5,013
+857
122
$467K 0.01%
16,639
-3,966
123
$449K 0.01%
6,200
+4,420
124
$436K 0.01%
+7,916
125
$371K 0.01%
+566
3 4
5
6 7