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
$2.64B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$29.5M
3
+$28.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$19.1M
5
USO icon
United States Oil Fund
USO
+$15.1M

Top Sells

1
+$13.3M
2
+$12.1M
3
+$7.83M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.82M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$7.18M

Sector Composition

1 Financials 52.25%
2 Technology 7.46%
3 Communication Services 1.87%
4 Healthcare 1.76%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$193K 0.01%
+1,770
127
$192K 0.01%
+4,050
128
$177K 0.01%
8,800
129
$173K 0.01%
3,179
130
$135K 0.01%
2,114
-420
131
$122K ﹤0.01%
1,861
-171
132
$109K ﹤0.01%
+1,400
133
$103K ﹤0.01%
2,196
134
$101K ﹤0.01%
4,482
-80
135
$79.4K ﹤0.01%
1,101
+5
136
$76.5K ﹤0.01%
285
-2,600
137
$71.5K ﹤0.01%
622
-437
138
$50.7K ﹤0.01%
1,901
-210
139
$43.4K ﹤0.01%
1,461
-1,715
140
$38.8K ﹤0.01%
678
141
$31.4K ﹤0.01%
1,130
142
$15.7K ﹤0.01%
563
-295
143
$6.63K ﹤0.01%
38
144
$4.06K ﹤0.01%
106
145
– –
0
146
– –
-98,000
147
– –
0
148
– –
0
149
– –
-85,000
150
– –
0
3 4 5
6
7