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
$1.99B
AUM Growth
+$744M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$449M
2
+$367M
3
+$241M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$156M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$107M

Top Sells

1
+$282M
2
+$278M
3
+$8.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.76M
5
MBB icon
iShares MBS ETF
MBB
+$2.98M

Sector Composition

1 Financials 23.4%
2 Technology 4.06%
3 Consumer Discretionary 1.22%
4 Healthcare 0.66%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$449M 22.07%
+1,895,000
2
$367M 18.07%
+12,130,540
3
$245M 12.03%
1,285,168
+1,267,695
4
$241M 11.85%
931,439
+603,648
5
$107M 5.28%
+490,000
6
$84.9M 4.18%
471,846
7
$54.5M 2.68%
1,042,842
+127,733
8
$49.9M 2.45%
952,201
+250,123
9
$39.3M 1.93%
318,100
-2,253,799
10
$37.7M 1.86%
1,005,201
+1,002,689
11
$34.5M 1.69%
298,641
-32,602
12
$24.1M 1.19%
756,714
+29,660
13
$22.9M 1.13%
188,869
+12,946
14
$18.3M 0.9%
165,434
-26,942
15
$16.9M 0.83%
219,083
-109,897
16
$14M 0.69%
94,705
+16,928
17
$13.1M 0.65%
424,875
+49,174
18
$12.5M 0.62%
144,729
-1,077
19
$8M 0.39%
81,820
+7,260
20
$7.38M 0.36%
46,718
+2,608
21
$6.97M 0.34%
619,872
+605,216
22
$6.58M 0.32%
120,811
+16,676
23
$6.36M 0.31%
30,033
+10,490
24
$4.41M 0.22%
27,384
+4,471
25
$4.31M 0.21%
74,080
+17,740
1
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