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
$2.64B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$29.5M
3
+$28.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$19.1M
5
USO icon
United States Oil Fund
USO
+$15.1M

Top Sells

1
+$13.3M
2
+$12.1M
3
+$7.83M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.82M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$7.18M

Sector Composition

1 Financials 52.25%
2 Technology 7.46%
3 Communication Services 1.87%
4 Healthcare 1.76%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.04%
9,624
+1,201
102
$1.11M 0.04%
10,658
-2,029
103
$1.11M 0.04%
28,248
-8,438
104
$1.1M 0.04%
24,128
-1,016
105
$1.07M 0.04%
22,206
-3,391
106
$997K 0.04%
4,527
-670
107
$973K 0.04%
11,604
+3,531
108
$943K 0.04%
10,665
+4,165
109
$935K 0.04%
22,389
-550
110
$917K 0.03%
17,434
+1,398
111
$884K 0.03%
38,938
+4,959
112
$876K 0.03%
14,080
-2,028
113
$860K 0.03%
10,545
-868
114
$839K 0.03%
72,701
+39,800
115
$818K 0.03%
3,733
-998
116
$645K 0.02%
7,818
-772
117
$643K 0.02%
13,360
-5,611
118
$589K 0.02%
20,559
-2,740
119
$577K 0.02%
6,247
-98
120
$516K 0.02%
7,581
-4,762
121
$455K 0.02%
5,263
+104
122
$332K 0.01%
9,307
-2,640
123
$272K 0.01%
5,822
+252
124
$238K 0.01%
1,793
-3,737
125
$200K 0.01%
2,325
3 4
5
6 7