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
$4.21B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$314M
2
+$157M
3
+$66.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$52.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$42.6M

Top Sells

1
+$285M
2
+$200M
3
+$96.6M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$92.5M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.5M

Sector Composition

1 Financials 18.86%
2 Technology 6.67%
3 Healthcare 0.72%
4 Consumer Discretionary 0.51%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$112K ﹤0.01%
+4,297
127
$101K ﹤0.01%
1,760
+1,360
128
$99K ﹤0.01%
+915
129
$97K ﹤0.01%
1,314
-991
130
$67K ﹤0.01%
+1,654
131
$66K ﹤0.01%
+231
132
$41K ﹤0.01%
1,325
133
$40K ﹤0.01%
1,192
+209
134
$39K ﹤0.01%
1,130
135
$38K ﹤0.01%
+568
136
$35K ﹤0.01%
97
-2,615
137
$34K ﹤0.01%
+701
138
$32K ﹤0.01%
893
-88
139
$30K ﹤0.01%
+223
140
$29K ﹤0.01%
+456
141
$17K ﹤0.01%
129
142
$16K ﹤0.01%
287
+200
143
$12K ﹤0.01%
83
-13
144
$11K ﹤0.01%
411
145
$9K ﹤0.01%
170
146
$7K ﹤0.01%
+30
147
$1K ﹤0.01%
24
-35,986
148
– –
-288
149
$0 ﹤0.01%
+5
150
– –
0
3 4 5
6
7