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
$3.41B
AUM Growth
-$948M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$21.1M
3
+$14.6M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$9.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.31M

Top Sells

1
+$298M
2
+$275M
3
+$225M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$88M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$63.8M

Sector Composition

1 Financials 47.81%
2 Technology 8.86%
3 Healthcare 1.64%
4 Communication Services 1.48%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K ﹤0.01%
1,156
152
$29K ﹤0.01%
+500
153
$29K ﹤0.01%
200
-318
154
$28K ﹤0.01%
818
-75
155
$28K ﹤0.01%
591
-4,449
156
$21K ﹤0.01%
+350
157
$21K ﹤0.01%
280
-240
158
$11K ﹤0.01%
+160
159
$6K ﹤0.01%
+123
160
– –
-260,000
161
– –
-4,783
162
– –
-680,000
163
– –
-272,000
164
– –
-92,500
165
– –
-1,462
166
– –
-2,328
167
– –
-1,151
168
– –
-200,000
169
– –
-637,400
170
– –
-7,362
171
– –
-554
172
– –
-510,000
3 4 5 6
7