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
$4.45B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$569M
2
+$68.9M
3
+$19.4M
4
GLD icon
SPDR Gold Trust
GLD
+$12.7M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$10.3M

Top Sells

1
+$17.4M
2
+$10.4M
3
+$2.3M
4
AMD icon
Advanced Micro Devices
AMD
+$1.41M
5
HRB icon
H&R Block
HRB
+$1.37M

Sector Composition

1 Financials 62.81%
2 Technology 6.82%
3 Communication Services 1.71%
4 Consumer Discretionary 1.49%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.08B 46.78%
13,364,740
2
$569M 12.78%
+9,247,081
3
$217M 4.88%
378,685
+33,880
4
$104M 2.34%
471,846
5
$96.8M 2.17%
956,225
+65,251
6
$89.2M 2%
366,885
+52,265
7
$75.4M 1.69%
667,012
-154,176
8
$69.9M 1.57%
712,188
+19,844
9
$68.9M 1.55%
+305,000
10
$60.9M 1.37%
907,930
11
$60.3M 1.35%
496,446
-2,034
12
$49.3M 1.11%
613,976
+26,809
13
$44.4M 1%
843,135
+187
14
$43.2M 0.97%
250,439
+3,639
15
$39.1M 0.88%
407,136
+17,464
16
$36.9M 0.83%
385,559
+9,673
17
$36.5M 0.82%
84,931
+3,602
18
$35.8M 0.8%
214,354
+20,044
19
$35.7M 0.8%
62,311
+2,538
20
$35.6M 0.8%
1,383,986
+398,297
21
$31.1M 0.7%
167,035
+16,008
22
$27.8M 0.62%
56,868
+12,946
23
$27.3M 0.61%
278,582
+11,276
24
$24.7M 0.56%
744,091
+29,985
25
$24.4M 0.55%
41,705
+1,341
1
2 3 4 5