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
351
$242K 0.03%
4,637
+90
352
$241K 0.03%
3,872
-792
353
$239K 0.03%
6,373
-1,198
354
$238K 0.03%
3,744
355
$238K 0.03%
+4,380
356
$237K 0.03%
3,794
-838
357
$235K 0.03%
1,525
-17
358
$234K 0.03%
23,406
-1,348
359
$229K 0.03%
6,390
-200
360
$229K 0.03%
572
+2
361
$222K 0.03%
7,555
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362
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+3,480
363
$221K 0.03%
4,246
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364
$219K 0.03%
11,797
365
$219K 0.03%
+3,046
366
$218K 0.03%
5,460
367
$217K 0.03%
+1,990
368
$216K 0.03%
1,244
-43
369
$215K 0.03%
+3,804
370
$213K 0.03%
3,865
-1,038
371
$212K 0.03%
466
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372
$211K 0.03%
2,816
-622
373
$209K 0.03%
5,918
374
$208K 0.03%
+2,031
375
$207K 0.03%
2,975
-193
12 13 14
15
16