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
$4.53B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$474M
2
+$138M
3
+$103M
4
ARES icon
Ares Management
ARES
+$78.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$76.2M

Top Sells

1
+$527M
2
+$298M
3
+$218M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$143M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19M

Sector Composition

1 Financials 21.48%
2 Technology 8.03%
3 Healthcare 0.85%
4 Consumer Discretionary 0.75%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$103K ﹤0.01%
203
-112
127
$100K ﹤0.01%
888
-27
128
$94K ﹤0.01%
1,645
+944
129
$91K ﹤0.01%
1,238
-629
130
$83K ﹤0.01%
120
-285
131
$71K ﹤0.01%
537
-1,760
132
$55K ﹤0.01%
+782
133
$50K ﹤0.01%
1,234
+42
134
$47K ﹤0.01%
+336
135
$42K ﹤0.01%
1,325
136
$41K ﹤0.01%
1,130
137
$33K ﹤0.01%
893
138
$31K ﹤0.01%
456
139
$27K ﹤0.01%
+500
140
$13K ﹤0.01%
+550
141
$12K ﹤0.01%
32
-16,834
142
$12K ﹤0.01%
+52
143
$8K ﹤0.01%
170
144
$5K ﹤0.01%
87
-200
145
$4K ﹤0.01%
+23
146
– –
-568
147
– –
0
148
– –
-30
149
– –
-83
150
– –
-1,760
3 4 5
6
7