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
201
$636K 0.09%
2,051
-174
202
$630K 0.09%
11,006
-104
203
$627K 0.09%
2,745
204
$616K 0.09%
12,960
+64
205
$615K 0.09%
2,586
-87
206
$611K 0.08%
11,977
+595
207
$606K 0.08%
5,671
+327
208
$595K 0.08%
18,098
+690
209
$589K 0.08%
1,512
+132
210
$580K 0.08%
4,843
-327
211
$578K 0.08%
4,260
-759
212
$577K 0.08%
8,498
-1,406
213
$576K 0.08%
2,355
+238
214
$571K 0.08%
7,652
-100
215
$568K 0.08%
4,381
216
$567K 0.08%
3,071
+59
217
$561K 0.08%
6,160
-1,552
218
$561K 0.08%
14,342
-4,258
219
$559K 0.08%
7,299
+35
220
$544K 0.08%
38,595
+3,454
221
$543K 0.08%
4,841
-389
222
$542K 0.08%
8,600
+912
223
$538K 0.07%
6,480
+1,022
224
$532K 0.07%
3,922
-366
225
$530K 0.07%
4,352
-352
7 8
9
10 11