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
$2.33B
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$6.39M
3
+$6.34M
4
TAN icon
Invesco Solar ETF
TAN
+$6.26M
5
AMD icon
Advanced Micro Devices
AMD
+$5.85M

Top Sells

1
+$504M
2
+$212M
3
+$112M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$81.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$74.3M

Sector Composition

1 Financials 53.34%
2 Technology 7.19%
3 Healthcare 1.95%
4 Communication Services 1.58%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
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