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
$4.53B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$474M
2
+$138M
3
+$103M
4
ARES icon
Ares Management
ARES
+$78.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$76.2M

Top Sells

1
+$527M
2
+$298M
3
+$218M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$143M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19M

Sector Composition

1 Financials 21.48%
2 Technology 8.03%
3 Healthcare 0.85%
4 Consumer Discretionary 0.75%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$850M 18.71%
13,364,740
+1,234,200
2
$488M 10.74%
1,376,690
+1,336,460
3
$438M 9.64%
1,018,400
-21,600
4
$222M 4.88%
909,866
+1,936
5
$157M 3.46%
367,415
-508,718
6
$146M 3.22%
3,607,089
+657,089
7
$140M 3.09%
1,246,718
+1,228,351
8
$137M 3.02%
930,000
+516,000
9
$137M 3.01%
1,336,000
+493,000
10
$111M 2.44%
2,012,238
+1,138,246
11
$110M 2.43%
667,118
+72,941
12
$103M 2.27%
+577,000
13
$100M 2.21%
471,846
14
$94.8M 2.09%
1,152,000
+484,000
15
$78.4M 1.72%
1,429,649
+177,668
16
$76.7M 1.69%
930,000
+220,000
17
$74.9M 1.65%
1,380,000
-350,000
18
$73.9M 1.63%
1,595,174
+1,404
19
$73.4M 1.62%
546,614
-2,220,991
20
$64.3M 1.42%
690,000
+478,000
21
$53.4M 1.18%
659,879
+627,656
22
$50.5M 1.11%
437,720
+16,639
23
$46M 1.01%
853,419
+264,419
24
$45.8M 1.01%
1,164,821
+214,378
25
$43.8M 0.96%
497,939
-1,620,489
1
2 3 4 5