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
$3.15B
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$21.4M
3
+$9.82M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.03M

Top Sells

1
+$245M
2
+$154M
3
+$18.7M
4
AMD icon
Advanced Micro Devices
AMD
+$18.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11.4M

Sector Composition

1 Financials 54.46%
2 Technology 7.25%
3 Consumer Discretionary 1.9%
4 Communication Services 1.59%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.59B 50.39%
13,364,740
2
$122M 3.86%
1,160,614
+93,614
3
$99.4M 3.15%
471,846
4
$78M 2.47%
406,002
+1,005
5
$72.6M 2.3%
655,969
-1,388,612
6
$70.2M 2.23%
907,930
7
$69.3M 2.2%
+360,000
8
$62.6M 1.98%
630,301
-2,472,818
9
$58M 1.84%
601,528
+54,234
10
$51.6M 1.64%
453,000
11
$51.6M 1.63%
269,696
-994
12
$47.7M 1.51%
615,983
+11,477
13
$41.4M 1.31%
87,116
-5,246
14
$38.9M 1.23%
759,463
-222,272
15
$35.7M 1.13%
233,950
-55,540
16
$32.7M 1.04%
347,371
+21,086
17
$32.1M 1.02%
648,890
+2,300
18
$29.3M 0.93%
407,063
+18,147
19
$26.3M 0.83%
69,904
+2,137
20
$26M 0.82%
232,480
+7,670
21
$24.5M 0.78%
174,002
+6,148
22
$24.4M 0.77%
782,500
-13,241
23
$23.8M 0.75%
240,579
+50,835
24
$21.4M 0.68%
+362,984
25
$20.7M 0.66%
768,649
+13,458
1
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