SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $2.99B
1-Year Est. Return 17.78%
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.87M
3
+$8.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.68M
5
MMC icon
Marsh & McLennan
MMC
+$3.21M

Top Sells

1
+$13.4M
2
+$10.2M
3
+$7.42M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.82M

Sector Composition

1 Technology 23.38%
2 Financials 14.36%
3 Healthcare 9.24%
4 Consumer Discretionary 7.88%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.8T
$173M 5.78%
348,064
-1,796
AAPL icon
2
Apple
AAPL
$3.67T
$125M 4.16%
607,181
-13,732
JPM icon
3
JPMorgan Chase
JPM
$813B
$105M 3.5%
361,583
+5,264
IVV icon
4
iShares Core S&P 500 ETF
IVV
$656B
$102M 3.41%
164,383
+9,142
LLY icon
5
Eli Lilly
LLY
$735B
$85.9M 2.87%
110,170
-787
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.04T
$84.4M 2.82%
478,989
+6,134
AMZN icon
7
Amazon
AMZN
$2.29T
$82.7M 2.76%
376,866
-3,282
AVGO icon
8
Broadcom
AVGO
$1.67T
$80.4M 2.68%
291,564
-3,227
SYBT icon
9
Stock Yards Bancorp
SYBT
$1.92B
$78.6M 2.63%
995,766
-40,147
V icon
10
Visa
V
$651B
$75.4M 2.52%
212,276
-4,096
ORCL icon
11
Oracle
ORCL
$892B
$72.1M 2.41%
329,839
+4,742
EFA icon
12
iShares MSCI EAFE ETF
EFA
$68B
$63.7M 2.13%
712,635
-1,713
NVDA icon
13
NVIDIA
NVDA
$4.43T
$63.1M 2.11%
399,532
+6,532
SPY icon
14
SPDR S&P 500 ETF Trust
SPY
$656B
$58.6M 1.96%
94,884
-1,751
COST icon
15
Costco
COST
$410B
$49.9M 1.67%
50,364
-1,861
IWR icon
16
iShares Russell Mid-Cap ETF
IWR
$44.2B
$46.1M 1.54%
501,728
+13,187
ASML icon
17
ASML
ASML
$396B
$45.5M 1.52%
56,767
+960
TFLO icon
18
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$45.2M 1.51%
891,461
+15,195
ABT icon
19
Abbott
ABT
$222B
$41.9M 1.4%
307,843
-5,314
HD icon
20
Home Depot
HD
$386B
$41.7M 1.39%
113,731
-2,237
CVX icon
21
Chevron
CVX
$306B
$40.5M 1.35%
282,492
-3,189
IWM icon
22
iShares Russell 2000 ETF
IWM
$70.3B
$37.8M 1.26%
175,320
+1,163
BLK icon
23
Blackrock
BLK
$182B
$37.5M 1.25%
35,707
-618
META icon
24
Meta Platforms (Facebook)
META
$1.79T
$36.6M 1.22%
49,600
+11,721
CHDN icon
25
Churchill Downs
CHDN
$6.08B
$36.6M 1.22%
361,940
+109,787
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