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
$3.1B
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$59.7M
3
+$45.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$19.2M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$14.4M

Top Sells

1
+$104M
2
+$99.7M
3
+$61.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
META icon
Meta Platforms (Facebook)
META
+$12.2M

Sector Composition

1 Financials 48.13%
2 Technology 6.28%
3 Consumer Discretionary 1.74%
4 Communication Services 1.67%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$99.5K ﹤0.01%
2,196
127
$70.4K ﹤0.01%
622
128
$68.7K ﹤0.01%
949
-17
129
$62.7K ﹤0.01%
2,351
130
$62.1K ﹤0.01%
1,056
-20
131
$35.7K ﹤0.01%
678
132
$34.7K ﹤0.01%
1,130
133
$31K ﹤0.01%
475
-2,130
134
$26.6K ﹤0.01%
1,002
135
$22.7K ﹤0.01%
+45
136
$17.3K ﹤0.01%
563
137
$10.8K ﹤0.01%
158
-17,410
138
$8.29K ﹤0.01%
250
-22
139
$8.29K ﹤0.01%
28
-211
140
$4.82K ﹤0.01%
164
141
$3.96K ﹤0.01%
106
142
$3K ﹤0.01%
17
-21
143
$440 ﹤0.01%
3
144
– –
-130
145
– –
0
146
– –
0
147
– –
0
148
– –
-967,400
149
– –
-9,716
150
– –
-106
3 4 5
6
7