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
$3.15B
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$21.4M
3
+$9.82M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.03M

Top Sells

1
+$245M
2
+$154M
3
+$18.7M
4
AMD icon
Advanced Micro Devices
AMD
+$18.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11.4M

Sector Composition

1 Financials 54.46%
2 Technology 7.25%
3 Consumer Discretionary 1.9%
4 Communication Services 1.59%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$81.7K ﹤0.01%
319
-7,290
127
$72.9K ﹤0.01%
622
128
$70.5K ﹤0.01%
903
-46
129
$67.9K ﹤0.01%
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130
$53.5K ﹤0.01%
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131
$37.6K ﹤0.01%
1,130
132
$23.6K ﹤0.01%
122
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133
$15.4K ﹤0.01%
440
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134
$7.48K ﹤0.01%
199
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135
$6.55K ﹤0.01%
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136
$6.3K ﹤0.01%
+125
137
$6.09K ﹤0.01%
150
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138
$4.56K ﹤0.01%
106
139
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17
140
$431 ﹤0.01%
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146
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150
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3 4 5
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