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
$4.04B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$298M
3
+$198M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$196M
5
GLD icon
SPDR Gold Trust
GLD
+$102M

Top Sells

1
+$268M
2
+$125M
3
+$86.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$74.4M
5
CPRI icon
Capri Holdings
CPRI
+$33.1M

Sector Composition

1 Financials 16.71%
2 Technology 7.25%
3 Consumer Discretionary 0.53%
4 Healthcare 0.48%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-870,000
152
– –
-3,350
153
– –
-220,000
3 4 5 6
7