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
$3.18B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$88.1M
3
+$23.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$20.2M
5
AMZN icon
Amazon
AMZN
+$18M

Top Sells

1
+$44.4M
2
+$29.5M
3
+$28.5M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$28.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$26.7M

Sector Composition

1 Financials 49.09%
2 Technology 6.48%
3 Consumer Discretionary 2.19%
4 Communication Services 2.11%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.04%
30,616
+2,368
102
$1.11M 0.03%
19,090
-3,116
103
$1.06M 0.03%
104,449
-76,109
104
$1.04M 0.03%
8,872
-752
105
$1.02M 0.03%
10,830
+285
106
$1,000K 0.03%
18,507
+1,073
107
$969K 0.03%
10,503
+5,240
108
$881K 0.03%
22,386
-3
109
$848K 0.03%
11,767
+4,186
110
$819K 0.03%
3,241
-492
111
$741K 0.02%
8,919
+1,101
112
$720K 0.02%
11,362
-1,998
113
$636K 0.02%
10,075
-19,406
114
$597K 0.02%
10,056
-4,024
115
$592K 0.02%
18,305
-2,254
116
$549K 0.02%
2,793
+1,000
117
$523K 0.02%
6,097
-150
118
$427K 0.01%
34,716
-37,985
119
$389K 0.01%
7,979
+2,157
120
$322K 0.01%
8,150
-1,157
121
$285K 0.01%
2,907
-12,727
122
$214K 0.01%
2,325
123
$198K 0.01%
+550
124
$190K 0.01%
+770
125
$187K 0.01%
3,179
3 4
5
6 7