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
$2.88B
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$405M
2
+$250M
3
+$102M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.9M
5
USO icon
United States Oil Fund
USO
+$30M

Top Sells

1
+$567M
2
+$348M
3
+$126M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$117M
5
GLD icon
SPDR Gold Trust
GLD
+$95.1M

Sector Composition

1 Financials 20.32%
2 Technology 7.81%
3 Consumer Discretionary 0.98%
4 Healthcare 0.59%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27K ﹤0.01%
+200
127
$21K ﹤0.01%
+90
128
$20K ﹤0.01%
748
129
$18K ﹤0.01%
165
-721
130
$16K ﹤0.01%
129
-41,551
131
$15K ﹤0.01%
+234
132
$11K ﹤0.01%
76
-327
133
$7K ﹤0.01%
170
134
$3K ﹤0.01%
87
-45,164
135
– –
-8,480
136
– –
-94
137
– –
-4,894
138
– –
-490,000
139
– –
0
140
– –
-8,280
141
– –
-3,080
142
– –
-2,385
143
– –
-200
144
– –
0
145
– –
-250
146
– –
-795
147
– –
-465
148
– –
-240
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