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
$2.33B
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$6.39M
3
+$6.34M
4
TAN icon
Invesco Solar ETF
TAN
+$6.26M
5
AMD icon
Advanced Micro Devices
AMD
+$5.85M

Top Sells

1
+$504M
2
+$212M
3
+$112M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$81.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$74.3M

Sector Composition

1 Financials 53.34%
2 Technology 7.19%
3 Healthcare 1.95%
4 Communication Services 1.58%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.05%
25,597
-7,342
102
$1.11M 0.05%
4,731
-1,793
103
$1.06M 0.04%
16,108
-969
104
$1M 0.04%
109,328
+34,101
105
$969K 0.04%
25,144
-18,519
106
$939K 0.04%
5,197
-2,494
107
$936K 0.04%
22,939
108
$919K 0.04%
12,343
-23,492
109
$903K 0.04%
8,423
-1,908
110
$812K 0.03%
5,530
+3,035
111
$757K 0.03%
16,036
+889
112
$723K 0.03%
33,979
+2,194
113
$723K 0.03%
2,885
-3,110
114
$720K 0.03%
11,413
-248
115
$689K 0.03%
8,590
+632
116
$633K 0.03%
6,500
-3,460
117
$618K 0.03%
8,073
-1,035
118
$562K 0.02%
23,299
-304
119
$530K 0.02%
6,345
+1,267
120
$492K 0.02%
5,047
-4,000
121
$401K 0.02%
5,159
122
$377K 0.02%
32,901
-71,886
123
$352K 0.01%
11,947
+288
124
$256K 0.01%
5,123
-5,000
125
$239K 0.01%
5,570
+1,397
3 4
5
6 7