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
$2.33B
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$6.39M
3
+$6.34M
4
TAN icon
Invesco Solar ETF
TAN
+$6.26M
5
AMD icon
Advanced Micro Devices
AMD
+$5.85M

Top Sells

1
+$504M
2
+$212M
3
+$112M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$81.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$74.3M

Sector Composition

1 Financials 53.34%
2 Technology 7.19%
3 Healthcare 1.95%
4 Communication Services 1.58%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$183K 0.01%
2,325
127
$158K 0.01%
8,800
128
$155K 0.01%
3,179
129
$147K 0.01%
2,534
-45
130
$128K 0.01%
2,032
-1,928
131
$121K 0.01%
1,059
-1,149
132
$102K ﹤0.01%
2,196
-2,190
133
$96K ﹤0.01%
4,562
+784
134
$93K ﹤0.01%
+1,450
135
$85K ﹤0.01%
3,176
-1,073
136
$72K ﹤0.01%
1,096
-45
137
$52K ﹤0.01%
2,111
-87
138
$45K ﹤0.01%
+170
139
$33K ﹤0.01%
1,130
140
$33K ﹤0.01%
1,092
-820
141
$30K ﹤0.01%
+800
142
$27K ﹤0.01%
678
143
$25K ﹤0.01%
858
144
$18K ﹤0.01%
+118
145
$6K ﹤0.01%
38
-461
146
$3K ﹤0.01%
106
147
– –
-7,163
148
– –
-339
149
– –
-205
150
– –
-230
3 4 5
6
7