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
$721M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.43M
3
+$1.38M
4
NVDA icon
NVIDIA
NVDA
+$649K
5
JPM icon
JPMorgan Chase
JPM
+$417K

Top Sells

1
+$1.32M
2
+$1.07M
3
+$937K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$646K
5
AMZN icon
Amazon
AMZN
+$531K

Sector Composition

1 Technology 11.9%
2 Healthcare 11.59%
3 Financials 8.38%
4 Industrials 6.55%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$229K 0.03%
+2,101
352
$226K 0.03%
+10,720
353
$225K 0.03%
23,745
+12,202
354
$225K 0.03%
6,857
+216
355
$224K 0.03%
1,867
-416
356
$223K 0.03%
799
357
$223K 0.03%
+7,857
358
$220K 0.03%
+1,049
359
$220K 0.03%
+9,024
360
$219K 0.03%
1,530
-43
361
$218K 0.03%
+3,744
362
$217K 0.03%
+2,465
363
$217K 0.03%
+1,466
364
$215K 0.03%
847
-313
365
$215K 0.03%
2,132
366
$214K 0.03%
+6,103
367
$212K 0.03%
+4,572
368
$210K 0.03%
12,058
+185
369
$208K 0.03%
+6,830
370
$207K 0.03%
+5,460
371
$206K 0.03%
+863
372
$205K 0.03%
1,990
373
$203K 0.03%
+10,830
374
$202K 0.03%
+10,945
375
$202K 0.03%
+394
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