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
$2.64B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$29.5M
3
+$28.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$19.1M
5
USO icon
United States Oil Fund
USO
+$15.1M

Top Sells

1
+$13.3M
2
+$12.1M
3
+$7.83M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.82M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$7.18M

Sector Composition

1 Financials 52.25%
2 Technology 7.46%
3 Communication Services 1.87%
4 Healthcare 1.76%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,450
152
– –
-88,000
153
– –
-118
154
– –
0
155
– –
-170
156
– –
0
157
– –
-183,275
158
– –
-800
159
– –
0
160
– –
-55,000
3 4 5 6
7