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
$4.36B
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$269M
3
+$88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.3M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$20.8M

Top Sells

1
+$475M
2
+$164M
3
+$109M
4
GLD icon
SPDR Gold Trust
GLD
+$69.2M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$64.4M

Sector Composition

1 Financials 34.31%
2 Technology 8.07%
3 Healthcare 1.2%
4 Communication Services 1%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$363K 0.01%
+1,412
127
$355K 0.01%
9,269
+833
128
$317K 0.01%
8,502
+2,237
129
$312K 0.01%
+2,398
130
$300K 0.01%
17,102
-11,421
131
$285K 0.01%
+1,462
132
$279K 0.01%
+790
133
$265K 0.01%
2,607
134
$257K 0.01%
5,010
+964
135
$250K 0.01%
+3,089
136
$236K 0.01%
+5,040
137
$223K 0.01%
3,179
138
$190K ﹤0.01%
+607
139
$172K ﹤0.01%
2,835
+10
140
$168K ﹤0.01%
769
-611
141
$77K ﹤0.01%
1,049
-189
142
$72K ﹤0.01%
1,242
-403
143
$68K ﹤0.01%
+4,783
144
$68K ﹤0.01%
518
-19
145
$68K ﹤0.01%
1,285
-580,000
146
$41K ﹤0.01%
+2,328
147
$41K ﹤0.01%
1,130
148
$40K ﹤0.01%
1,325
149
$37K ﹤0.01%
1,156
-78
150
$37K ﹤0.01%
+520
3 4 5
6
7