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
$530M
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$29.7M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.28M
5
AMZN icon
Amazon
AMZN
+$2.89M

Top Sells

1
+$29.5M
2
+$2.12M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.84M
5
AMGN icon
Amgen
AMGN
+$1.11M

Sector Composition

1 Financials 12.15%
2 Technology 1.5%
3 Consumer Discretionary 0.84%
4 Consumer Staples 0.78%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$237M 44.76%
1,006,000
+126,000
2
$110M 20.73%
462,000
+39,000
3
$57.7M 10.88%
+471,846
4
$40.8M 7.69%
1,060,000
5
$24.8M 4.67%
203,801
+2,467
6
$9.99M 1.88%
115,000
-22,000
7
$9.88M 1.86%
+46,000
8
$3.51M 0.66%
64,318
-1,647
9
$3.51M 0.66%
49,116
-1,192
10
$3.03M 0.57%
202,400
-100
11
$2.89M 0.55%
+65,960
12
$2.84M 0.53%
32,282
-3,690
13
$2.33M 0.44%
102,180
+74,459
14
$2.12M 0.4%
25,830
+2,559
15
$2.11M 0.4%
20,025
16
$2.06M 0.39%
+754,320
17
$1.51M 0.28%
44,686
-263
18
$1.44M 0.27%
11,264
-829
19
$1.3M 0.25%
10,808
-290
20
$1.27M 0.24%
9,197
21
$1.24M 0.23%
35,022
-892
22
$1.02M 0.19%
33,236
-1,217
23
$687K 0.13%
+17,654
24
$600K 0.11%
16,221
25
$519K 0.1%
5,302
+463
1
2 3 4