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
$3.15B
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$21.4M
3
+$9.82M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.03M

Top Sells

1
+$245M
2
+$154M
3
+$18.7M
4
AMD icon
Advanced Micro Devices
AMD
+$18.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11.4M

Sector Composition

1 Financials 54.46%
2 Technology 7.25%
3 Consumer Discretionary 1.9%
4 Communication Services 1.59%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$762K 0.02%
8,620
-89
102
$715K 0.02%
11,884
-656
103
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13,932
+1,550
104
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30,584
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105
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21,578
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106
$624K 0.02%
12,000
-2,886
107
$397K 0.01%
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-93,379
108
$394K 0.01%
56,400
109
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-42,314
110
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1,446
-3,894
111
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3,439
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112
$239K 0.01%
2,325
113
$234K 0.01%
550
-50
114
$229K 0.01%
2,531
-2,963
115
$221K 0.01%
2,373
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116
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117
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5,382
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118
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3,179
119
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1,184
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120
$175K 0.01%
2,400
+2,242
121
$174K 0.01%
3,540
-121,060
122
$154K ﹤0.01%
1,807
123
$148K ﹤0.01%
+2,215
124
$110K ﹤0.01%
4,646
125
$105K ﹤0.01%
2,196
3 4
5
6 7