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
$1.09B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$177M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$46.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.85M

Top Sells

1
+$162M
2
+$18.2M
3
+$2.52M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.19M
5
AET
Aetna Inc
AET
+$2.08M

Sector Composition

1 Financials 8.23%
2 Consumer Discretionary 4.96%
3 Consumer Staples 1.11%
4 Technology 1.04%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$267M 24.6%
2,275,668
+1,261,675
2
$184M 16.96%
+700,000
3
$179M 16.45%
740,000
+735,000
4
$77.6M 7.15%
471,846
5
$47.2M 4.35%
652,160
+648,720
6
$43.7M 4.02%
407,415
+5,298
7
$39.9M 3.68%
1,062,821
+142,790
8
$34.8M 3.2%
406,302
-213,019
9
$24.2M 2.23%
198,800
-2,534
10
$23.2M 2.14%
221,670
-8,713
11
$19.1M 1.76%
184,972
+23,720
12
$18.6M 1.71%
71,037
+33,337
13
$9.85M 0.91%
+38,000
14
$7.93M 0.73%
94,880
-26,151
15
$6.43M 0.59%
37,621
+17,896
16
$5.82M 0.54%
+46,273
17
$4.51M 0.42%
47,416
+16,644
18
$4.49M 0.41%
49,144
+8,960
19
$4.11M 0.38%
85,156
+24,123
20
$3.86M 0.36%
35,126
+3,774
21
$3.82M 0.35%
61,367
-1,135
22
$3.57M 0.33%
67,771
+282
23
$3.48M 0.32%
27,133
+4,032
24
$3.27M 0.3%
9,667
+1,061
25
$3.26M 0.3%
43,192
-12,006
1
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