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
$3.21B
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$19.4M
3
+$14.1M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$10.4M
5
GLD icon
SPDR Gold Trust
GLD
+$7.55M

Top Sells

1
+$133M
2
+$8.29M
3
+$4.45M
4
ZS icon
Zscaler
ZS
+$2.02M
5
CRWD icon
CrowdStrike
CRWD
+$1.98M

Sector Composition

1 Financials 59.38%
2 Technology 8.99%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$90.8K ﹤0.01%
938
127
$85.7K ﹤0.01%
56,400
128
$80.1K ﹤0.01%
+470
129
$73.8K ﹤0.01%
+1,800
130
$72K ﹤0.01%
2,351
131
$52.4K ﹤0.01%
593
+265
132
$51.8K ﹤0.01%
+702
133
$47.7K ﹤0.01%
569
-194
134
$41K ﹤0.01%
1,130
135
$31.3K ﹤0.01%
+215
136
$24.5K ﹤0.01%
+27
137
$19.4K ﹤0.01%
298
-348
138
$10.9K ﹤0.01%
+20
139
$7.36K ﹤0.01%
179
140
$5.11K ﹤0.01%
50
-472
141
$3.45K ﹤0.01%
17
142
$465 ﹤0.01%
14
143
– –
0
144
– –
-3,630
145
– –
0
146
– –
-4,259
147
– –
-5,400
148
– –
-1,160,614
2 3 4 5
6