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
376
$194K 0.03%
11,797
-72
377
$180K 0.03%
+10,033
378
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-5,493
379
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-5,640
380
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-6,800
381
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-4,163
382
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-8,631
383
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-3,000
384
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-4,438
385
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386
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-8,079
387
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-1,837
388
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-4,723
389
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-9,796
390
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-5,356
391
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-5,645
392
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-18,254
393
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-10,917
394
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-5,387
395
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-14,742
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