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
$3.21B
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$19.4M
3
+$14.1M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$10.4M
5
GLD icon
SPDR Gold Trust
GLD
+$7.55M

Top Sells

1
+$133M
2
+$8.29M
3
+$4.45M
4
ZS icon
Zscaler
ZS
+$2.02M
5
CRWD icon
CrowdStrike
CRWD
+$1.98M

Sector Composition

1 Financials 59.38%
2 Technology 8.99%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$671K 0.02%
4,854
-574
102
$640K 0.02%
18,856
-2,022
103
$626K 0.02%
11,884
104
$613K 0.02%
6,631
-2,200
105
$548K 0.02%
12,000
106
$538K 0.02%
2,128
-2,303
107
$437K 0.01%
1,129
-5,100
108
$425K 0.01%
6,210
-5,650
109
$377K 0.01%
22,779
110
$331K 0.01%
1,548
-7,504
111
$298K 0.01%
+3,265
112
$288K 0.01%
8,467
-8,916
113
$247K 0.01%
2,195
-130
114
$245K 0.01%
5,625
+1,005
115
$244K 0.01%
550
116
$243K 0.01%
1,286
-10,700
117
$231K 0.01%
22,814
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118
$221K 0.01%
9,986
+5,340
119
$217K 0.01%
3,179
120
$207K 0.01%
1,546
121
$207K 0.01%
2,078
-128
122
$197K 0.01%
4,670
-712
123
$144K ﹤0.01%
2,467
-833
124
$121K ﹤0.01%
2,155
125
$102K ﹤0.01%
2,196
2 3 4
5
6