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
$3.14B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$101M
3
+$28.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
AMD icon
Advanced Micro Devices
AMD
+$10.2M

Top Sells

1
+$333M
2
+$165M
3
+$88.1M
4
VTS icon
Vitesse Energy
VTS
+$25.1M
5
AMZN icon
Amazon
AMZN
+$24M

Sector Composition

1 Financials 44.58%
2 Technology 7.41%
3 Communication Services 2%
4 Consumer Discretionary 1.88%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.04%
11,723
+893
102
$1.06M 0.03%
7,655
-2,889
103
$1.05M 0.03%
18,567
+60
104
$1.02M 0.03%
11,431
+8,524
105
$979K 0.03%
8,642
-230
106
$962K 0.03%
22,011
-375
107
$954K 0.03%
14,663
-4,427
108
$935K 0.03%
10,802
-4,651
109
$790K 0.03%
3,756
+963
110
$760K 0.02%
2,685
-556
111
$697K 0.02%
8,349
-570
112
$681K 0.02%
39,692
-64,757
113
$520K 0.02%
10,542
+2,563
114
$488K 0.02%
16,210
-2,095
115
$485K 0.02%
5,691
-406
116
$430K 0.01%
6,799
-4,563
117
$239K 0.01%
6,707
-1,443
118
$231K 0.01%
595
+45
119
$225K 0.01%
2,325
120
$216K 0.01%
12,000
+3,200
121
$197K 0.01%
3,179
122
$168K 0.01%
2,605
-7,470
123
$145K ﹤0.01%
9,716
-25,000
124
$142K ﹤0.01%
1,807
-54
125
$132K ﹤0.01%
+2,854
3 4
5
6 7