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
$3.41B
AUM Growth
-$948M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$21.1M
3
+$14.6M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$9.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.31M

Top Sells

1
+$298M
2
+$275M
3
+$225M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$88M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.8M

Sector Composition

1 Financials 47.81%
2 Technology 8.86%
3 Healthcare 1.64%
4 Communication Services 1.48%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$280K 0.01%
2,607
127
$277K 0.01%
1,087
-4,967
128
$264K 0.01%
+1,274
129
$237K 0.01%
6,420
-2,082
130
$213K 0.01%
3,179
131
$195K 0.01%
2,844
+9
132
$171K ﹤0.01%
2,678
-2,332
133
$170K ﹤0.01%
763
-6
134
$167K ﹤0.01%
244
-322
135
$151K ﹤0.01%
832
-580
136
$149K ﹤0.01%
2,440
+1,198
137
$120K ﹤0.01%
+4,540
138
$91K ﹤0.01%
966
+846
139
$86K ﹤0.01%
+2,798
140
$82K ﹤0.01%
1,010
-39
141
$70K ﹤0.01%
1,285
142
$66K ﹤0.01%
+1,097
143
$51K ﹤0.01%
+250
144
$48K ﹤0.01%
+232
145
$47K ﹤0.01%
2,690
-14,412
146
$45K ﹤0.01%
70
+10
147
$43K ﹤0.01%
1,130
148
$38K ﹤0.01%
58
+34
149
$38K ﹤0.01%
1,325
150
$33K ﹤0.01%
+127
3 4 5
6
7