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
$3.14B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$101M
3
+$28.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.6M
5
AMD icon
Advanced Micro Devices
AMD
+$10.2M

Top Sells

1
+$333M
2
+$165M
3
+$88.1M
4
VTS icon
Vitesse Energy
VTS
+$25.1M
5
AMZN icon
Amazon
AMZN
+$24M

Sector Composition

1 Financials 44.58%
2 Technology 7.41%
3 Communication Services 2%
4 Consumer Discretionary 1.88%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10,056
152
– –
0
153
– –
-155,000
154
– –
0
155
– –
-770
156
– –
-974,038
157
– –
-10,500,000
158
– –
-380
3 4 5 6
7