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
$487M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$38.6M
3
+$24.7M
4
MBB icon
iShares MBS ETF
MBB
+$22.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$20M

Top Sells

1
+$148M
2
+$110M
3
+$41.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.88M
5
DDD icon
3D Systems Corp
DDD
+$4.04M

Sector Composition

1 Financials 13.55%
2 Consumer Staples 1.84%
3 Consumer Discretionary 1.57%
4 Technology 1.4%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$171M 34.96%
+1,422,112
2
$58.3M 11.9%
471,846
3
$38.6M 7.87%
+352,169
4
$34.8M 7.1%
395,119
+280,119
5
$24.5M 5%
201,334
-2,467
6
$22.1M 4.5%
+206,752
7
$20M 4.08%
+511,058
8
$13.9M 2.83%
86,315
-919,685
9
$13.1M 2.67%
+122,690
10
$8.93M 1.82%
+105,699
11
$5.61M 1.14%
+47,539
12
$4.52M 0.92%
+81,756
13
$3.96M 0.81%
72,088
+7,770
14
$3.72M 0.76%
49,974
+858
15
$3.28M 0.67%
+41,115
16
$3.25M 0.66%
+91,417
17
$3.02M 0.62%
22,859
+22,044
18
$2.92M 0.59%
31,905
-377
19
$2.37M 0.48%
8,527
+8,215
20
$2.26M 0.46%
+62,712
21
$2.2M 0.45%
99,441
-2,739
22
$2.19M 0.45%
+52,891
23
$2.19M 0.45%
27,107
+1,277
24
$2.12M 0.43%
20,025
25
$1.87M 0.38%
+14,476
1
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