SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $3.19B
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$897M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.41M
3
+$1.18M
4
COST icon
Costco
COST
+$1.06M
5
AWK icon
American Water Works
AWK
+$968K

Top Sells

1
+$9.82M
2
+$8.98M
3
+$4.64M
4
LEG icon
Leggett & Platt
LEG
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.46M

Sector Composition

1 Financials 17.68%
2 Consumer Staples 11.26%
3 Technology 11.23%
4 Consumer Discretionary 11.18%
5 Healthcare 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,162
227
– –
-10,450
228
– –
-9,350
229
– –
-2,267
230
– –
-43,750
231
– –
-636
232
– –
-2,420
233
– –
-7,751
234
– –
-1,707
235
– –
-1,858
236
– –
-20,412
237
– –
-3,084
6 7 8 9
10