IB

Intrust Bank Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.38%
This Quarter Est. Return
1 Year Est. Return
+18.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$7.13M
3 +$4.45M
4
CVX icon
Chevron
CVX
+$4.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.63%
2 Technology 12.29%
3 Industrials 11.64%
4 Healthcare 10.72%
5 Energy 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$154K 0.07%
+700
252
$116K 0.05%
+5,669
253
$115K 0.05%
+1,907
254
$36K 0.02%
+10,000