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
$3.18B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$88.1M
3
+$23.5M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$20.2M
5
AMZN icon
Amazon
AMZN
+$18M

Top Sells

1
+$44.4M
2
+$29.5M
3
+$28.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$28.1M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$26.7M

Sector Composition

1 Financials 49.09%
2 Technology 6.48%
3 Consumer Discretionary 2.19%
4 Communication Services 2.11%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.12B 34.94%
13,364,740
2
$390M 12.22%
3,557,578
+2,947,274
3
$333M 10.44%
10,500,000
-483,000
4
$90.4M 2.83%
471,846
5
$88.1M 2.76%
+974,038
6
$65.5M 2.05%
434,000
+64,000
7
$64.3M 2.01%
967,400
+120,000
8
$62.3M 1.95%
907,930
9
$49.7M 1.56%
498,860
+2,621
10
$47.5M 1.49%
939,040
-20,957
11
$46.3M 1.45%
452,692
+175,471
12
$45.1M 1.41%
246,030
+2,589
13
$43.9M 1.38%
443,294
+9,804
14
$41.9M 1.31%
554,169
-35,539
15
$41.3M 1.29%
100,958
-2,507
16
$35.5M 1.11%
169,831
-31,322
17
$30.8M 0.96%
324,949
+9,145
18
$29.1M 0.91%
931,418
-105,522
19
$28.1M 0.88%
376,331
+270,199
20
$23.5M 0.74%
+1,235,776
21
$21.2M 0.66%
763,890
-264,150
22
$20.1M 0.63%
155,000
-220,000
23
$20.1M 0.63%
746,286
-8,633
24
$18.9M 0.59%
65,632
-1,823
25
$16.2M 0.51%
155,617
+73
1
2 3 4 5