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
$3.5B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$221M
3
+$74.3M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$59.4M
5
GLD icon
SPDR Gold Trust
GLD
+$23.6M

Top Sells

1
+$41.6M
2
+$20.7M
3
+$15.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.75M

Sector Composition

1 Financials 33.56%
2 Technology 5.98%
3 Consumer Discretionary 1.83%
4 Healthcare 1.67%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$35K ﹤0.01%
1,130
152
$29K ﹤0.01%
678
153
$24K ﹤0.01%
858
154
$22K ﹤0.01%
200
155
$19K ﹤0.01%
+339
156
$3K ﹤0.01%
+106
157
– –
-3,080
158
– –
-265
159
– –
-122
160
– –
0
161
– –
-159
162
– –
-210
163
– –
-9,000
164
– –
-96
165
– –
-2,200
166
– –
-584
167
– –
-239
168
– –
-6,893
169
– –
-290,000
170
– –
-19,493
171
– –
-46,000
172
– –
-225
173
– –
-262,000
174
– –
-30,000
175
– –
-2,690
4 5 6
7
8