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
176
$798K 0.1%
7,262
-157
177
$791K 0.1%
8,817
+938
178
$790K 0.1%
4,307
+172
179
$786K 0.1%
3,792
-279
180
$773K 0.09%
6,835
-233
181
$771K 0.09%
13,610
-125
182
$762K 0.09%
1,103
-242
183
$759K 0.09%
4,534
-395
184
$747K 0.09%
6,751
-191
185
$735K 0.09%
10,509
+154
186
$733K 0.09%
2,978
-129
187
$731K 0.09%
3,527
+24
188
$723K 0.09%
6,075
+249
189
$714K 0.09%
27,361
-1,061
190
$713K 0.09%
3,642
-290
191
$709K 0.09%
8,046
-1,106
192
$707K 0.09%
15,354
+111
193
$705K 0.09%
14,584
194
$705K 0.09%
8,358
+281
195
$704K 0.09%
4,214
+196
196
$703K 0.09%
1,251
-3
197
$669K 0.08%
17,502
+211
198
$665K 0.08%
1,451
-31
199
$663K 0.08%
2,948
-171
200
$661K 0.08%
4,789
+339
6 7
8
9 10