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
$933M
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$2.17M
3
+$481K
4
KVUE icon
Kenvue
KVUE
+$372K
5
EME icon
Emcor
EME
+$264K

Top Sells

1
+$9.97M
2
+$1.11M
3
+$728K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$678K
5
VV icon
Vanguard Large-Cap ETF
VV
+$651K

Sector Composition

1 Technology 15.46%
2 Healthcare 9.78%
3 Financials 9.01%
4 Industrials 6.61%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$410K 0.04%
1,868
+2
277
$410K 0.04%
10,190
+93
278
$404K 0.04%
4,332
-981
279
$404K 0.04%
2,928
-49
280
$398K 0.04%
1,251
-1
281
$398K 0.04%
4,637
282
$396K 0.04%
6,940
-1,488
283
$396K 0.04%
3,549
-928
284
$381K 0.04%
7,091
-1,990
285
$380K 0.04%
3,510
+15
286
$380K 0.04%
7,025
+1,976
287
$378K 0.04%
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288
$378K 0.04%
1,796
+21
289
$374K 0.04%
2,769
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290
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2,209
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291
$373K 0.04%
2,090
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292
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+17,343
293
$372K 0.04%
1,726
-232
294
$371K 0.04%
3,869
-163
295
$369K 0.04%
8,493
-23
296
$369K 0.04%
5,668
-332
297
$367K 0.04%
4,025
298
$366K 0.04%
2,341
299
$366K 0.04%
4,062
-150
300
$362K 0.04%
741
-65
10 11
12
13 14