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
$3.34B
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$32.6M
3
+$29.8M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$23.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$23M

Top Sells

1
+$116M
2
+$45.3M
3
+$33.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$30M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.2M

Sector Composition

1 Financials 47.39%
2 Technology 10.56%
3 Consumer Discretionary 2.94%
4 Healthcare 2.54%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$438K 0.01%
5,195
+2,755
127
$423K 0.01%
9,029
-517
128
$418K 0.01%
3,080
-3,822
129
$378K 0.01%
1,681
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130
$372K 0.01%
4,589
-323
131
$367K 0.01%
7,098
-2,475
132
$264K 0.01%
2,607
133
$199K 0.01%
+1,504
134
$196K 0.01%
3,179
135
$179K 0.01%
2,671
-173
136
$174K 0.01%
8,800
-5,484
137
$157K ﹤0.01%
763
138
$156K ﹤0.01%
4,769
-15,668
139
$130K ﹤0.01%
584
+352
140
$122K ﹤0.01%
2,189
+1,092
141
$120K ﹤0.01%
+6,954
142
$120K ﹤0.01%
212
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143
$106K ﹤0.01%
+2,769
144
$97K ﹤0.01%
1,247
+237
145
$82K ﹤0.01%
268
-1,882
146
$66K ﹤0.01%
96
+26
147
$60K ﹤0.01%
2,690
148
$58K ﹤0.01%
159
-1,153
149
$52K ﹤0.01%
265
+15
150
$44K ﹤0.01%
+2,200
3 4 5
6
7