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
201
$653K 0.08%
5,603
-46
202
$645K 0.08%
10,931
-50
203
$640K 0.08%
14,045
+3,039
204
$631K 0.08%
16,580
-2,206
205
$629K 0.08%
2,534
206
$626K 0.08%
284,549
+12,189
207
$625K 0.08%
4,841
-127
208
$610K 0.07%
2,869
-565
209
$607K 0.07%
30,094
+5,679
210
$607K 0.07%
7,250
-424
211
$606K 0.07%
2,520
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212
$602K 0.07%
3,471
-91
213
$599K 0.07%
1,302
-265
214
$596K 0.07%
3,667
-105
215
$595K 0.07%
1,555
-4
216
$594K 0.07%
3,095
-94
217
$589K 0.07%
5,061
218
$587K 0.07%
6,724
-1,045
219
$583K 0.07%
11,142
+1,107
220
$578K 0.07%
2,455
-175
221
$576K 0.07%
1,794
-54
222
$576K 0.07%
4,351
223
$574K 0.07%
4,956
+70
224
$574K 0.07%
5,014
+4
225
$559K 0.07%
6,106
-3
7 8
9
10 11