Sumitomo Mitsui Financial Group as of Dec. 31, 2017
Portfolio Holdings for Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group holds 103 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 29.2 | $223M | 1.0M | 220.33 | |
| iShares S&P 500 Index (IVV) | 21.2 | $162M | 1.3M | 125.75 | |
| Cme (CME) | 9.3 | $71M | 472k | 150.54 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 7.1 | $54M | 619k | 87.56 | |
| iShares Lehman Aggregate Bond (AGG) | 5.8 | $44M | 402k | 109.33 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 4.6 | $35M | 920k | 38.07 | |
| iShares Lehman MBS Bond Fund (MBB) | 3.2 | $25M | 230k | 106.59 | |
| SPDR Barclays Capital High Yield B | 3.2 | $25M | 604k | 40.58 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 2.2 | $17M | 161k | 105.57 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.3 | $10M | 121k | 83.85 | |
| Spdr S&p 500 Etf (SPY) | 1.3 | $9.7M | 38k | 257.90 | |
| iShares Dow Jones US Real Estate (IYR) | 0.6 | $4.5M | 55k | 81.02 | |
| Altria (MO) | 0.6 | $4.5M | 63k | 71.41 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $3.8M | 68k | 56.88 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.5 | $3.6M | 91k | 39.65 | |
| Microsoft Corporation (MSFT) | 0.5 | $3.4M | 40k | 85.53 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.4M | 31k | 106.95 | |
| Vanguard Information Technology ETF (VGT) | 0.4 | $3.2M | 20k | 164.71 | |
| Johnson & Johnson (JNJ) | 0.4 | $3.2M | 23k | 139.73 | |
| iShares Dow Jones Select Dividend (DVY) | 0.4 | $3.0M | 31k | 98.56 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $2.9M | 61k | 47.12 | |
| Apple (AAPL) | 0.4 | $2.9M | 17k | 169.39 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $2.8M | 8.6k | 321.06 | |
| Intel Corporation (INTC) | 0.3 | $2.4M | 51k | 46.16 | |
| Pimco Total Return Etf totl (BOND) | 0.3 | $2.1M | 20k | 106.02 | |
| Aetna | 0.3 | $2.1M | 12k | 180.41 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $2.0M | 24k | 83.65 | |
| Cisco Systems (CSCO) | 0.3 | $2.0M | 52k | 38.30 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $2.0M | 17k | 120.67 | |
| Nike (NKE) | 0.3 | $2.0M | 31k | 62.56 | |
| Carnival Corporation (CCL) | 0.2 | $1.8M | 26k | 66.38 | |
| Amgen (AMGN) | 0.2 | $1.8M | 10k | 173.95 | |
| Cummins (CMI) | 0.2 | $1.7M | 9.6k | 176.62 | |
| Air Products & Chemicals (APD) | 0.2 | $1.7M | 10k | 164.08 | |
| Travelers Companies (TRV) | 0.2 | $1.6M | 12k | 135.67 | |
| General Motors Company (GM) | 0.2 | $1.6M | 39k | 40.98 | |
| Chevron Corporation (CVX) | 0.2 | $1.6M | 13k | 125.16 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.2 | $1.5M | 13k | 116.12 | |
| Invesco (IVZ) | 0.2 | $1.4M | 38k | 36.53 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $1.2M | 5.0k | 247.40 | |
| Visa (V) | 0.1 | $1.1M | 10k | 114.00 | |
| Proshares Tr short s&p 500 ne (SH) | 0.1 | $1.1M | 37k | 30.17 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.1M | 11k | 98.74 | |
| NVIDIA Corporation (NVDA) | 0.1 | $968k | 5.0k | 193.60 | |
| Tyson Foods (TSN) | 0.1 | $1.0M | 13k | 81.04 | |
| Procter & Gamble Company (PG) | 0.1 | $956k | 10k | 91.96 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $1.0M | 8.8k | 114.04 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $852k | 37k | 23.24 | |
| SYSCO Corporation (SYY) | 0.1 | $726k | 12k | 60.72 | |
| Dr Pepper Snapple | 0.1 | $674k | 6.9k | 97.03 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $684k | 4.5k | 152.41 | |
| Ishares Tr hdg msci germn (HEWG) | 0.1 | $595k | 21k | 28.68 | |
| Ishares Tr cur hdg ms emu (HEZU) | 0.1 | $610k | 20k | 29.83 | |
| SPDR S&P Dividend (SDY) | 0.1 | $499k | 5.3k | 94.51 | |
| Paypal Holdings (PYPL) | 0.1 | $497k | 6.7k | 74.20 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $437k | 13k | 33.78 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $353k | 3.3k | 106.68 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.1 | $402k | 6.3k | 63.68 | |
| Ishares Tr hdg msci japan (HEWJ) | 0.0 | $309k | 9.3k | 33.30 | |
| eBay (EBAY) | 0.0 | $264k | 7.0k | 37.87 | |
| Amazon (AMZN) | 0.0 | $204k | 172.00 | 1186.05 | |
| Vanguard Total World Stock Idx (VT) | 0.0 | $194k | 2.6k | 74.42 | |
| Corning Incorporated (GLW) | 0.0 | $124k | 3.9k | 32.19 | |
| At&t (T) | 0.0 | $187k | 4.8k | 39.24 | |
| Analog Devices (ADI) | 0.0 | $116k | 1.3k | 89.44 | |
| salesforce (CRM) | 0.0 | $182k | 1.8k | 102.94 | |
| Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $149k | 4.4k | 34.24 | |
| Ishares Msci Japan (EWJ) | 0.0 | $191k | 3.2k | 60.08 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $72k | 1.6k | 46.01 | |
| National-Oilwell Var | 0.0 | $81k | 2.3k | 35.48 | |
| Qualcomm (QCOM) | 0.0 | $64k | 1.0k | 64.00 | |
| Ford Motor Company (F) | 0.0 | $58k | 4.6k | 12.63 | |
| Gilead Sciences (GILD) | 0.0 | $46k | 630.00 | 73.02 | |
| Starbucks Corporation (SBUX) | 0.0 | $70k | 1.2k | 57.66 | |
| United States Oil Fund | 0.0 | $86k | 7.2k | 11.94 | |
| Applied Materials (AMAT) | 0.0 | $92k | 1.8k | 51.74 | |
| Barclays Bk Plc Ipsp croil etn | 0.0 | $85k | 13k | 6.54 | |
| Facebook Inc cl a (META) | 0.0 | $66k | 373.00 | 176.94 | |
| Palo Alto Networks (PANW) | 0.0 | $53k | 359.00 | 147.63 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $51k | 49.00 | 1040.82 | |
| Jpm Em Local Currency Bond Etf | 0.0 | $50k | 2.7k | 18.87 | |
| Ishr Msci Singapore (EWS) | 0.0 | $110k | 4.2k | 26.04 | |
| Ishares Inc etp (EWT) | 0.0 | $69k | 1.9k | 36.22 | |
| Mortgage Reit Index real (REM) | 0.0 | $99k | 2.2k | 45.00 | |
| Bank of America Corporation (BAC) | 0.0 | $27k | 915.00 | 29.51 | |
| Costco Wholesale Corporation (COST) | 0.0 | $19k | 100.00 | 190.00 | |
| Home Depot (HD) | 0.0 | $6.0k | 30.00 | 200.00 | |
| Union Pacific Corporation (UNP) | 0.0 | $20k | 147.00 | 136.05 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $6.0k | 34.00 | 176.47 | |
| Vulcan Materials Company (VMC) | 0.0 | $10k | 80.00 | 125.00 | |
| Las Vegas Sands (LVS) | 0.0 | $28k | 400.00 | 70.00 | |
| UnitedHealth (UNH) | 0.0 | $9.0k | 42.00 | 214.29 | |
| Baidu (BIDU) | 0.0 | $8.0k | 36.00 | 222.22 | |
| Tempur-Pedic International (TPX) | 0.0 | $18k | 281.00 | 64.06 | |
| iShares MSCI Brazil Index (EWZ) | 0.0 | $17k | 420.00 | 40.48 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $3.0k | 115.00 | 26.09 | |
| Amazon Com Inc option | 0.0 | $5.0k | 240.00 | 20.83 | |
| At&t Inc option | 0.0 | $28k | 35k | 0.80 | |
| Citigroup (C) | 0.0 | $33k | 447.00 | 73.83 | |
| Tesaro | 0.0 | $5.0k | 1.0k | 5.00 | |
| Alibaba Group Hldg | 0.0 | $4.0k | 1.8k | 2.23 | |
| Square Inc call | 0.0 | $7.0k | 7.6k | 0.92 | |
| Tapestry (TPR) | 0.0 | $29k | 665.00 | 43.61 |
