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
$3.22B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.41M
3
+$3.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.5M

Top Sells

1
+$85.9M
2
+$69.3M
3
+$51.6M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$21.5M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$17.1M

Sector Composition

1 Financials 59.29%
2 Technology 8.47%
3 Communication Services 1.95%
4 Consumer Discretionary 1.82%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$728K 0.02%
8,413
-207
102
$720K 0.02%
11,860
+8,320
103
$708K 0.02%
11,884
104
$702K 0.02%
5,428
-1,061
105
$689K 0.02%
13,354
-578
106
$675K 0.02%
+5,400
107
$660K 0.02%
20,878
-700
108
$638K 0.02%
+3,630
109
$603K 0.02%
17,383
-14,763
110
$569K 0.02%
12,000
111
$510K 0.02%
4,259
-4,035
112
$406K 0.01%
26,858
-3,726
113
$280K 0.01%
2,375
-13,900
114
$265K 0.01%
550
115
$262K 0.01%
22,779
-500
116
$257K 0.01%
2,325
117
$250K 0.01%
1,546
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118
$236K 0.01%
2,206
-167
119
$227K 0.01%
3,179
120
$216K 0.01%
3,300
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121
$208K 0.01%
5,382
122
$195K 0.01%
+1,039
123
$195K 0.01%
56,400
124
$194K 0.01%
+4,620
125
$132K ﹤0.01%
2,155
-1,284
2 3 4
5
6