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
$287M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$873K
3 +$719K
4
UNP icon
Union Pacific
UNP
+$707K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$690K

Top Sells

1 +$1.09M
2 +$956K
3 +$811K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$755K
5
XOM icon
Exxon Mobil
XOM
+$687K

Sector Composition

1 Financials 14.76%
2 Industrials 14.33%
3 Healthcare 13.43%
4 Technology 12.48%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-3,254
277
-2,158