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
$3.41B
AUM Growth
-$948M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$21.1M
3
+$14.6M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$9.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.31M

Top Sells

1
+$298M
2
+$275M
3
+$225M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$88M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.8M

Sector Composition

1 Financials 47.81%
2 Technology 8.86%
3 Healthcare 1.64%
4 Communication Services 1.48%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$893K 0.03%
21,265
-32,202
102
$877K 0.03%
20,437
-9,425
103
$821K 0.02%
5,900
-25,070
104
$785K 0.02%
+2,150
105
$760K 0.02%
5,180
-640
106
$743K 0.02%
11,033
-596
107
$713K 0.02%
6,170
-1,354
108
$707K 0.02%
6,097
+1,084
109
$655K 0.02%
20,462
+602
110
$654K 0.02%
12,000
111
$644K 0.02%
8,794
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112
$629K 0.02%
4,061
-7,425
113
$593K 0.02%
2,647
-1,446
114
$573K 0.02%
+27,539
115
$542K 0.02%
1,015
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116
$528K 0.02%
9,573
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117
$511K 0.01%
5,310
-10,844
118
$474K 0.01%
1,312
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119
$435K 0.01%
997
-682,003
120
$432K 0.01%
4,912
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121
$400K 0.01%
9,546
+277
122
$380K 0.01%
2,951
+553
123
$371K 0.01%
14,284
-2,355
124
$349K 0.01%
1,354
+747
125
$285K 0.01%
4,660
-11,150
3 4
5
6 7