SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $6.13B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.34B
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$32.6M
3
+$29.8M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$23.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$23M

Top Sells

1
+$116M
2
+$45.3M
3
+$33.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$30M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.2M

Sector Composition

1 Financials 47.39%
2 Technology 10.56%
3 Consumer Discretionary 2.94%
4 Healthcare 2.54%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$39K ﹤0.01%
1,130
152
$37K ﹤0.01%
678
-2,000
153
$32K ﹤0.01%
858
-298
154
$29K ﹤0.01%
122
-5
155
$27K ﹤0.01%
200
156
$27K ﹤0.01%
818
157
$20K ﹤0.01%
612
-5,808
158
$18K ﹤0.01%
+225
159
$17K ﹤0.01%
+210
160
$9K ﹤0.01%
+239
161
– –
-1,087
162
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-1,325
163
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-500
164
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-21,265
165
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-1,224,619
166
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167
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168
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0
169
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170
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171
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172
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173
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0
174
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175
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-591
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