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
$4.45B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$569M
2
+$68.9M
3
+$19.4M
4
GLD icon
SPDR Gold Trust
GLD
+$12.7M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$10.3M

Top Sells

1
+$17.4M
2
+$10.4M
3
+$2.3M
4
AMD icon
Advanced Micro Devices
AMD
+$1.41M
5
HRB icon
H&R Block
HRB
+$1.37M

Sector Composition

1 Financials 62.81%
2 Technology 6.82%
3 Communication Services 1.71%
4 Consumer Discretionary 1.49%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$678K 0.02%
4,765
-89
102
$534K 0.01%
1,931
-197
103
$521K 0.01%
12,000
104
$385K 0.01%
2,240
+954
105
$381K 0.01%
+2,617
106
$380K 0.01%
1,329
+200
107
$304K 0.01%
3,465
+200
108
$286K 0.01%
12,042
+2,056
109
$273K 0.01%
5,586
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110
$243K 0.01%
3,118
-10,974
111
$234K 0.01%
6,518
-1,949
112
$231K 0.01%
5,625
113
$227K 0.01%
3,179
114
$209K ﹤0.01%
948
+931
115
$184K ﹤0.01%
2,023
-55
116
$139K ﹤0.01%
2,155
117
$114K ﹤0.01%
1,000
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118
$112K ﹤0.01%
56,400
119
$107K ﹤0.01%
2,196
120
$97.5K ﹤0.01%
1,900
-19,706
121
$94.8K ﹤0.01%
938
122
$77.7K ﹤0.01%
2,351
123
$75.8K ﹤0.01%
1,750
-50
124
$57.2K ﹤0.01%
593
125
$46.4K ﹤0.01%
753
-11,131
3 4
5
6 7