SYBT
Stock Yards Bank & Trust Portfolio holdings
AUM
$2.99B
1-Year Return
17.78%
This Quarter Return
+1.11%
1 Year Return
+17.78%
3 Year Return
+70.19%
5 Year Return
+123.35%
10 Year Return
+288.1%
AUM
$1.58B
AUM Growth
+$9.09M
(+0.58%)
Cap. Flow
-$979K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
29.24%
Holding
252
New
6
Increased
84
Reduced
86
Closed
11
Top Buys
| 1 |
Stock Yards Bancorp
SYBT
|
$2.08M |
| 2 |
JPMorgan Chase
JPM
|
$1.31M |
| 3 |
United Parcel Service
UPS
|
$1.3M |
| 4 |
Chevron
CVX
|
$873K |
| 5 |
Truist Financial
TFC
|
$791K |
Top Sells
| 1 |
Foot Locker
FL
|
$3.05M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.71M |
| 3 |
Watsco
WSO
|
$1.49M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.4M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.29M |
Sector Composition
| 1 | Technology | 17.4% |
| 2 | Financials | 16.7% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 9.12% |
| 5 | Communication Services | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Toronto Dominion Bank
TD
$127B
| – | – |
-2,980
| Closed | -$209K |
|
252
Unilever
UL
$158B
| – | – |
-3,551
| Closed | -$208K |
|