SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.34B
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$32.6M
3
+$29.8M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$23.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$23M

Top Sells

1
+$116M
2
+$45.3M
3
+$33.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$30M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.2M

Sector Composition

1 Financials 47.39%
2 Technology 10.56%
3 Consumer Discretionary 2.94%
4 Healthcare 2.54%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.06%
21,028
+3,031
102
$1.88M 0.06%
6,893
-1,775
103
$1.82M 0.05%
40,344
-663,570
104
$1.78M 0.05%
10,554
+9,200
105
$1.73M 0.05%
8,259
+1,455
106
$1.4M 0.04%
10,573
-4,897
107
$1.38M 0.04%
3,311
+2,314
108
$1.08M 0.03%
17,172
+1,732
109
$1.05M 0.03%
8,237
-450
110
$1.04M 0.03%
7,320
+2,140
111
$1.02M 0.03%
22,939
-28,224
112
$849K 0.02%
43,293
+15,754
113
$812K 0.02%
9,000
-500
114
$763K 0.02%
7,037
+940
115
$753K 0.02%
30,007
+25,467
116
$730K 0.02%
19,024
-1,438
117
$699K 0.02%
8,232
-562
118
$676K 0.02%
12,000
119
$633K 0.02%
9,344
-1,689
120
$620K 0.02%
+10,162
121
$596K 0.02%
4,193
-1,977
122
$520K 0.02%
4,363
-7,733
123
$514K 0.02%
3,645
-416
124
$499K 0.01%
4,092
+1,141
125
$447K 0.01%
15,305
+12,507
3 4
5
6 7