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
$3.5B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$221M
3
+$74.3M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$59.4M
5
GLD icon
SPDR Gold Trust
GLD
+$23.6M

Top Sells

1
+$41.6M
2
+$20.7M
3
+$15.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.75M

Sector Composition

1 Financials 33.56%
2 Technology 5.98%
3 Consumer Discretionary 1.83%
4 Healthcare 1.67%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$509K 0.01%
3,615
+2,111
127
$476K 0.01%
5,159
+966
128
$443K 0.01%
+2,091
129
$426K 0.01%
+2,495
130
$398K 0.01%
5,078
-117
131
$373K 0.01%
11,659
+2,630
132
$356K 0.01%
+4,037
133
$264K 0.01%
2,208
-1,884
134
$262K 0.01%
3,960
-629
135
$228K 0.01%
+996
136
$215K 0.01%
4,386
-2,712
137
$208K 0.01%
8,800
138
$205K 0.01%
4,173
+1,984
139
$198K 0.01%
2,325
-282
140
$168K ﹤0.01%
3,179
141
$160K ﹤0.01%
2,579
-92
142
$137K ﹤0.01%
4,249
-520
143
$101K ﹤0.01%
3,778
+2,960
144
$99K ﹤0.01%
+184
145
$96K ﹤0.01%
+230
146
$85K ﹤0.01%
499
-264
147
$80K ﹤0.01%
1,141
-106
148
$63K ﹤0.01%
2,198
+1,586
149
$60K ﹤0.01%
1,912
-857
150
$42K ﹤0.01%
205
-63
4 5
6
7 8