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
$3.18B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$88.1M
3
+$23.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$20.2M
5
AMZN icon
Amazon
AMZN
+$18M

Top Sells

1
+$44.4M
2
+$29.5M
3
+$28.5M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$28.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$26.7M

Sector Composition

1 Financials 49.09%
2 Technology 6.48%
3 Consumer Discretionary 2.19%
4 Communication Services 2.11%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$178K 0.01%
8,800
127
$134K ﹤0.01%
1,861
128
$111K ﹤0.01%
1,774
-340
129
$106K ﹤0.01%
2,196
130
$102K ﹤0.01%
1,268
-348,000
131
$96.9K ﹤0.01%
885
-885
132
$75K ﹤0.01%
1,031
-70
133
$74.2K ﹤0.01%
+380
134
$73.5K ﹤0.01%
3,367
-1,115
135
$73.2K ﹤0.01%
622
136
$71.9K ﹤0.01%
2,581
+680
137
$67.7K ﹤0.01%
285
138
$46.9K ﹤0.01%
1,461
139
$35.7K ﹤0.01%
1,130
140
$31.1K ﹤0.01%
678
141
$29.6K ﹤0.01%
+1,002
142
$18.7K ﹤0.01%
582
-830,277
143
$15.4K ﹤0.01%
563
144
$6.78K ﹤0.01%
38
145
$4.26K ﹤0.01%
106
146
– –
-4,050
147
– –
0
148
– –
-597,222
149
– –
-30,600
150
– –
0
3 4 5
6
7