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
$825M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.55M
3
+$569K
4
TSLA icon
Tesla
TSLA
+$480K
5
AMZN icon
Amazon
AMZN
+$449K

Top Sells

1
+$5.67M
2
+$750K
3
+$715K
4
LLY icon
Eli Lilly
LLY
+$656K
5
NEE icon
NextEra Energy
NEE
+$432K

Sector Composition

1 Technology 15.25%
2 Healthcare 10.34%
3 Financials 7.34%
4 Industrials 6.63%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$469K 0.06%
1,890
-15
252
$468K 0.06%
3,002
+67
253
$465K 0.06%
4,933
-362
254
$463K 0.06%
3,147
+7
255
$462K 0.06%
4,059
+3
256
$462K 0.06%
7,858
-146
257
$460K 0.06%
10,817
-1,235
258
$453K 0.06%
1,313
+83
259
$453K 0.05%
12,026
-512
260
$450K 0.05%
13,568
-4,717
261
$448K 0.05%
3,939
-44
262
$448K 0.05%
8,193
+2,517
263
$442K 0.05%
59,999
+6,865
264
$432K 0.05%
3,285
-100
265
$431K 0.05%
2,213
-11
266
$429K 0.05%
2,167
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267
$421K 0.05%
13,724
-78
268
$421K 0.05%
6,450
-316
269
$419K 0.05%
2,047
-225
270
$414K 0.05%
7,301
-242
271
$397K 0.05%
12,014
+2,124
272
$394K 0.05%
4,650
-94
273
$391K 0.05%
4,097
-64
274
$389K 0.05%
2,260
-159
275
$387K 0.05%
941
-8
9 10
11
12 13