IB

Intrust Bank Portfolio holdings

AUM $1.21B
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
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
+$8.8M
2
+$2.12M
3
+$460K
4
KVUE icon
Kenvue
KVUE
+$352K
5
VZ icon
Verizon
VZ
+$225K

Top Sells

1
+$9.5M
2
+$1.17M
3
+$644K
4
VV icon
Vanguard Large-Cap ETF
VV
+$622K
5
MSFT icon
Microsoft
MSFT
+$607K

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
176
$848K 0.09%
4,347
+25
177
$841K 0.09%
82,191
+2,678
178
$833K 0.09%
2,274
+39
179
$832K 0.09%
3,062
-103
180
$827K 0.09%
39,095
181
$825K 0.09%
620
-30
182
$824K 0.09%
4,937
-47
183
$815K 0.09%
5,223
+144
184
$815K 0.09%
17,515
-2,116
185
$814K 0.09%
3,818
-191
186
$806K 0.09%
11,895
-1,146
187
$781K 0.08%
32,463
-2,740
188
$781K 0.08%
10,687
189
$779K 0.08%
11,663
-126
190
$774K 0.08%
23,717
-635
191
$759K 0.08%
3,474
-304
192
$759K 0.08%
910
+24
193
$754K 0.08%
15,016
-755
194
$751K 0.08%
17,206
-2,774
195
$749K 0.08%
4,351
+328
196
$735K 0.08%
10,729
-496
197
$733K 0.08%
25,571
-2,904
198
$732K 0.08%
11,572
+679
199
$721K 0.08%
15,909
+1,402
200
$715K 0.08%
7,132
+142
6 7
8
9 10