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
$1.23B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$92.3M
3
+$9.58M
4
AMD icon
Advanced Micro Devices
AMD
+$9.07M
5
NVDA icon
NVIDIA
NVDA
+$5.98M

Top Sells

1
+$304M
2
+$129M
3
+$9.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.29M

Sector Composition

1 Financials 23.63%
2 Technology 3.52%
3 Healthcare 1.03%
4 Consumer Staples 1%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$275M 22.38%
471,846
2
$215M 17.51%
340,000
-480,000
3
$103M 8.39%
479,900
-600,100
4
$99.8M 8.12%
+97,400
5
$92.3M 7.51%
+818,700
6
$87.9M 7.15%
2,232,770
-24,793
7
$37.3M 3.03%
1,004,504
-7,691
8
$36.8M 2.99%
425,605
-1,249
9
$36.7M 2.99%
348,111
-32,622
10
$23.9M 1.94%
196,333
11
$22.1M 1.8%
213,963
-14,902
12
$21.2M 1.73%
73,291
+3,291
13
$19.4M 1.57%
191,409
-22,606
14
$9.58M 0.78%
+97,828
15
$9.07M 0.74%
+278,408
16
$7.92M 0.64%
39,103
-9,276
17
$6.55M 0.53%
116,000
+20,284
18
$6.22M 0.51%
74,898
-16,177
19
$5.98M 0.49%
+894,240
20
$5.45M 0.44%
+14,316
21
$5.26M 0.43%
45,968
-3,185
22
$4.2M 0.34%
30,368
-2,656
23
$4.18M 0.34%
37,070
-2,627
24
$3.89M 0.32%
14,630
+949
25
$3.81M 0.31%
11,000
-325
1
2 3 4 5