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
$3.5B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$221M
3
+$74.3M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$59.4M
5
GLD icon
SPDR Gold Trust
GLD
+$23.6M

Top Sells

1
+$41.6M
2
+$20.7M
3
+$15.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.75M

Sector Composition

1 Financials 33.56%
2 Technology 5.98%
3 Consumer Discretionary 1.83%
4 Healthcare 1.67%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.7M 0.05%
22,853
-4,835
102
$1.65M 0.05%
10,679
-1,083
103
$1.52M 0.04%
13,259
+2,686
104
$1.48M 0.04%
6,524
-3,608
105
$1.48M 0.04%
36,900
-3,444
106
$1.47M 0.04%
17,077
-3,951
107
$1.43M 0.04%
22,952
+5,780
108
$1.42M 0.04%
5,995
-1,320
109
$1.4M 0.04%
7,691
-568
110
$1.22M 0.03%
10,331
+2,094
111
$1.21M 0.03%
104,787
+97,833
112
$1.11M 0.03%
9,960
+2,640
113
$1.11M 0.03%
6,319
+4,638
114
$986K 0.03%
14,941
+2,941
115
$903K 0.03%
22,939
116
$865K 0.02%
9,047
+5,402
117
$769K 0.02%
31,785
+16,480
118
$764K 0.02%
15,147
+4,985
119
$742K 0.02%
11,661
+3,429
120
$725K 0.02%
7,958
+921
121
$687K 0.02%
9,108
-236
122
$667K 0.02%
75,227
+31,934
123
$646K 0.02%
23,603
+4,579
124
$567K 0.02%
+10,123
125
$553K 0.02%
+7,163
3 4
5
6 7