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
$7.5B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$933M
2
+$536M
3
+$389M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$280M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$129M

Top Sells

1
+$11.7M
2
+$4.42M
3
+$2.58M
4
TSLA icon
Tesla
TSLA
+$1.98M
5
MU icon
Micron Technology
MU
+$1.73M

Sector Composition

1 Financials 43.22%
2 Technology 4.43%
3 Communication Services 1.12%
4 Consumer Discretionary 0.91%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$685K 0.01%
17,138
-1,256
102
$634K 0.01%
4,838
+73
103
$622K 0.01%
2,452
-216
104
$614K 0.01%
18,121
-1,413
105
$509K 0.01%
12,000
106
$387K 0.01%
4,739
+4,700
107
$304K ﹤0.01%
14,223
+2,181
108
$240K ﹤0.01%
5,625
109
$224K ﹤0.01%
2,610
-855
110
$220K ﹤0.01%
996
+48
111
$213K ﹤0.01%
3,179
112
$197K ﹤0.01%
4,612
-974
113
$190K ﹤0.01%
5,587
-931
114
$179K ﹤0.01%
1,998
-25
115
$139K ﹤0.01%
754
-1,486
116
$102K ﹤0.01%
2,196
117
$98.6K ﹤0.01%
938
118
$98.4K ﹤0.01%
900
-1,255
119
$85.2K ﹤0.01%
+750
120
$71.7K ﹤0.01%
2,351
121
$71.4K ﹤0.01%
+224
122
$63.1K ﹤0.01%
1,455
-295
123
$49.9K ﹤0.01%
593
124
$40.5K ﹤0.01%
1,130
125
$37.6K ﹤0.01%
424
3 4
5
6 7