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
$5.46B
AUM Growth
-$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.6M
3
+$8.54M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.41M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.63M

Top Sells

1
+$369M
2
+$359M
3
+$129M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$125M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$106M

Sector Composition

1 Financials 48.48%
2 Technology 5.15%
3 Communication Services 1.53%
4 Healthcare 1.35%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$469K 0.01%
+5,300
102
$435K 0.01%
3,000
+2,900
103
$396K 0.01%
4,000
+3,100
104
$379K 0.01%
+3,516
105
$345K 0.01%
4,750
+4,530
106
$341K 0.01%
+4,000
107
$319K 0.01%
14,223
108
$278K 0.01%
4,857
+245
109
$271K 0.01%
+5,900
110
$255K ﹤0.01%
2,195
-37,442
111
$253K ﹤0.01%
+1,230
112
$236K ﹤0.01%
5,625
113
$235K ﹤0.01%
+2,400
114
$221K ﹤0.01%
5,095
+3,640
115
$218K ﹤0.01%
3,179
116
$187K ﹤0.01%
2,000
-8,720
117
$185K ﹤0.01%
1,955
-43
118
$180K ﹤0.01%
901
-95
119
$161K ﹤0.01%
+660
120
$155K ﹤0.01%
+1,800
121
$154K ﹤0.01%
+4,000
122
$152K ﹤0.01%
1,625
-985
123
$133K ﹤0.01%
4,633
-954
124
$121K ﹤0.01%
+700
125
$106K ﹤0.01%
297
+192
3 4
5
6 7