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
$7.5B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$933M
2
+$536M
3
+$389M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$280M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$129M

Top Sells

1
+$11.7M
2
+$4.42M
3
+$2.58M
4
TSLA icon
Tesla
TSLA
+$1.98M
5
MU icon
Micron Technology
MU
+$1.73M

Sector Composition

1 Financials 43.22%
2 Technology 4.43%
3 Communication Services 1.12%
4 Consumer Discretionary 0.91%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.37B 31.51%
13,364,740
2
$1.16B 15.4%
1,965,758
+1,587,073
3
$725M 9.66%
9,247,081
4
$565M 7.53%
1,096,861
+1,039,993
5
$398M 5.3%
736,089
+719,910
6
$280M 3.73%
+691,000
7
$184M 2.45%
1,718,801
+1,051,789
8
$129M 1.72%
+400,000
9
$110M 1.46%
471,846
10
$101M 1.35%
1,047,403
+91,178
11
$96.8M 1.29%
399,951
+33,066
12
$77.2M 1.03%
908,264
+334
13
$71.5M 0.95%
305,000
14
$69.7M 0.93%
753,550
+41,362
15
$65.2M 0.87%
485,032
-11,414
16
$60.4M 0.8%
+458,000
17
$59.5M 0.79%
1,231,987
+1,231,818
18
$57.4M 0.76%
247,592
-2,847
19
$57M 0.76%
564,860
+516,059
20
$48.6M 0.65%
618,356
+4,380
21
$43.9M 0.58%
396,831
-10,305
22
$42.8M 0.57%
828,741
-14,394
23
$42.1M 0.56%
221,108
+6,754
24
$41.8M 0.56%
1,652,814
+268,828
25
$38.3M 0.51%
174,521
+7,486
1
2 3 4 5