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
$844M
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$182M
3
+$19.7M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
AMAT icon
Applied Materials
AMAT
+$6.44M

Top Sells

1
+$65.9M
2
+$11.8M
3
+$2.65M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.15M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.06M

Sector Composition

1 Financials 8.41%
2 Technology 2.49%
3 Consumer Staples 0.99%
4 Consumer Discretionary 0.62%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-180
127
– –
-800
128
– –
-3,722
129
– –
-53
2 3 4 5
6