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
$3.14B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$101M
3
+$28.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
AMD icon
Advanced Micro Devices
AMD
+$10.2M

Top Sells

1
+$333M
2
+$165M
3
+$88.1M
4
VTS icon
Vitesse Energy
VTS
+$25.1M
5
AMZN icon
Amazon
AMZN
+$24M

Sector Composition

1 Financials 44.58%
2 Technology 7.41%
3 Communication Services 2%
4 Consumer Discretionary 1.88%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$104K ﹤0.01%
2,196
127
$93K ﹤0.01%
1,122
-146
128
$91.8K ﹤0.01%
285
129
$80.9K ﹤0.01%
+239
130
$71.8K ﹤0.01%
966
-65
131
$71.7K ﹤0.01%
622
132
$71.3K ﹤0.01%
3,027
-340
133
$67.6K ﹤0.01%
1,076
-698
134
$65.7K ﹤0.01%
2,351
-230
135
$37K ﹤0.01%
1,130
136
$27.2K ﹤0.01%
1,002
137
$26.5K ﹤0.01%
+106
138
$24.4K ﹤0.01%
678
139
$18.8K ﹤0.01%
+130
140
$18.3K ﹤0.01%
563
141
$13.7K ﹤0.01%
+170
142
$9.92K ﹤0.01%
93
-792
143
$9.17K ﹤0.01%
272
-310
144
$8.59K ﹤0.01%
+50
145
$7.11K ﹤0.01%
38
146
$4.82K ﹤0.01%
164
-1,297
147
$4.17K ﹤0.01%
106
148
$316 ﹤0.01%
3
-10,500
149
– –
0
150
– –
0
3 4 5
6
7