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
$7.5B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$933M
2
+$536M
3
+$389M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$280M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$129M

Top Sells

1
+$11.7M
2
+$4.42M
3
+$2.58M
4
TSLA icon
Tesla
TSLA
+$1.98M
5
MU icon
Micron Technology
MU
+$1.73M

Sector Composition

1 Financials 43.22%
2 Technology 4.43%
3 Communication Services 1.12%
4 Consumer Discretionary 0.91%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$37.3K ﹤0.01%
105
-1,224
127
$37.1K ﹤0.01%
+83
128
$34.8K ﹤0.01%
+322
129
$28.1K ﹤0.01%
+165
130
$25.1K ﹤0.01%
300
-16,767
131
$16.7K ﹤0.01%
+100
132
$16.1K ﹤0.01%
+220
133
$16K ﹤0.01%
228
134
$9.19K ﹤0.01%
+150
135
– –
-2,617
136
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0
137
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138
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142
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143
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145
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148
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149
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150
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-56,400
3 4 5
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