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
276
$386K 0.05%
1,127
+48
277
$383K 0.05%
35,529
+12,777
278
$383K 0.05%
3,037
+657
279
$382K 0.05%
4,718
+388
280
$379K 0.05%
2,048
281
$378K 0.05%
2,198
-7
282
$370K 0.04%
9,146
+3,360
283
$368K 0.04%
4,896
-604
284
$367K 0.04%
1,381
-66
285
$366K 0.04%
2,470
+18
286
$360K 0.04%
8,436
287
$357K 0.04%
3,160
-290
288
$357K 0.04%
1,983
289
$356K 0.04%
5,960
-37
290
$354K 0.04%
4,170
-57
291
$346K 0.04%
6,685
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292
$342K 0.04%
8,355
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293
$339K 0.04%
1,187
-381
294
$324K 0.04%
4,637
295
$323K 0.04%
3,879
-380
296
$320K 0.04%
9,477
+1,228
297
$318K 0.04%
2,070
+38
298
$318K 0.04%
8,078
+751
299
$318K 0.04%
2,130
-925
300
$317K 0.04%
11,005
-789
10 11
12
13 14