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
$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
GIS icon
276
General Mills
GIS
$25B
$500K 0.02%
9,654
-33
SPGI icon
277
S&P Global
SPGI
$150B
$497K 0.02%
943
-221
VWID icon
278
Virtus WMC International Dividend ETF
VWID
$13.6M
$493K 0.02%
15,500
IEF icon
279
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$486K 0.02%
5,080
XLI icon
280
Industrial Select Sector SPDR Fund
XLI
$23.7B
$486K 0.02%
3,294
+930
ETR icon
281
Entergy
ETR
$43.4B
$480K 0.02%
5,776
AEP icon
282
American Electric Power
AEP
$65B
$479K 0.02%
4,620
+110
BTI icon
283
British American Tobacco
BTI
$119B
$477K 0.02%
10,068
+3,904
WELL icon
284
Welltower
WELL
$131B
$473K 0.02%
3,074
+99
AZN icon
285
AstraZeneca
AZN
$262B
$467K 0.02%
6,682
-1,450
IEX icon
286
IDEX
IEX
$12.6B
$458K 0.02%
2,609
-13
CHD icon
287
Church & Dwight Co
CHD
$20.9B
$453K 0.02%
4,714
+756
CRM icon
288
Salesforce
CRM
$228B
$449K 0.02%
1,645
+13
VRT icon
289
Vertiv
VRT
$68.7B
$443K 0.01%
3,452
+581
PEG icon
290
Public Service Enterprise Group
PEG
$41.6B
$441K 0.01%
5,238
FDS icon
291
Factset
FDS
$9.83B
$437K 0.01%
978
RBCAA icon
292
Republic Bancorp
RBCAA
$1.28B
$434K 0.01%
5,933
DEO icon
293
Diageo
DEO
$50.5B
$433K 0.01%
4,295
-329
HCA icon
294
HCA Healthcare
HCA
$109B
$433K 0.01%
1,130
-9
ESGU icon
295
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$432K 0.01%
3,192
-77
XYL icon
296
Xylem
XYL
$36.8B
$431K 0.01%
3,333
-1,024
MU icon
297
Micron Technology
MU
$267B
$423K 0.01%
3,428
+805
NET icon
298
Cloudflare
NET
$81.5B
$418K 0.01%
2,133
-1,801
COR icon
299
Cencora
COR
$69.9B
$416K 0.01%
1,387
+64
BUFR icon
300
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$415K 0.01%
13,048
10 11
12
13 14