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
$3.21B
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$19.4M
3
+$14.1M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$10.4M
5
GLD icon
SPDR Gold Trust
GLD
+$7.55M

Top Sells

1
+$133M
2
+$8.29M
3
+$4.45M
4
ZS icon
Zscaler
ZS
+$2.02M
5
CRWD icon
CrowdStrike
CRWD
+$1.98M

Sector Composition

1 Financials 59.38%
2 Technology 8.99%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.78B 55.4%
13,364,740
2
$92.8M 2.89%
471,846
3
$88M 2.74%
821,188
+181,386
4
$86.5M 2.69%
890,974
+144,854
5
$67.6M 2.1%
314,620
+35,111
6
$64.8M 2.02%
692,344
+63,427
7
$61.6M 1.92%
498,480
-67,090
8
$58.6M 1.82%
907,930
9
$49.8M 1.55%
344,805
+260,170
10
$45.3M 1.41%
587,167
+20,934
11
$43.2M 1.34%
842,948
+18,323
12
$39.6M 1.23%
246,800
+17,890
13
$36.4M 1.13%
81,329
+6,673
14
$35.6M 1.11%
194,310
+9,053
15
$34.5M 1.07%
375,886
+21,170
16
$34.1M 1.06%
389,672
+23,500
17
$30.2M 0.94%
59,773
+4,566
18
$29.2M 0.91%
151,027
-23,029
19
$24.6M 0.77%
985,689
+299,671
20
$24.5M 0.76%
267,306
+42,131
21
$22.5M 0.7%
714,106
-6,405
22
$21M 0.65%
43,922
+8,970
23
$20.6M 0.64%
40,364
+3,864
24
$20.3M 0.63%
769,239
+17,365
25
$18.5M 0.58%
28,209
+2,210
1
2 3 4 5