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
IVZ icon
301
Invesco
IVZ
$10.4B
$414K 0.01%
26,282
-1,210
XLF icon
302
Financial Select Sector SPDR Fund
XLF
$54.3B
$414K 0.01%
7,904
+3,330
JEPI icon
303
JPMorgan Equity Premium Income ETF
JEPI
$41B
$411K 0.01%
7,229
-135
FITB icon
304
Fifth Third Bancorp
FITB
$28.3B
$410K 0.01%
9,970
YUMC icon
305
Yum China
YUMC
$15.8B
$400K 0.01%
8,937
+309
FSFG icon
306
First Savings Financial Group
FSFG
$209M
$388K 0.01%
15,500
UBER icon
307
Uber
UBER
$191B
$371K 0.01%
3,975
-170
CARR icon
308
Carrier Global
CARR
$48.4B
$366K 0.01%
4,996
-85
MCK icon
309
McKesson
MCK
$105B
$361K 0.01%
492
-41
VRTX icon
310
Vertex Pharmaceuticals
VRTX
$104B
$360K 0.01%
809
+295
DFAX icon
311
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.62B
$356K 0.01%
12,130
TSCO icon
312
Tractor Supply
TSCO
$28.7B
$356K 0.01%
+6,750
LRCX icon
313
Lam Research
LRCX
$200B
$355K 0.01%
3,649
+39
XEL icon
314
Xcel Energy
XEL
$47.9B
$352K 0.01%
5,171
-838
IJS icon
315
iShares S&P Small-Cap 600 Value ETF
IJS
$6.64B
$349K 0.01%
3,506
-100
ED icon
316
Consolidated Edison
ED
$35.6B
$348K 0.01%
+3,469
XLP icon
317
Consumers Staples Select Sector SPDR Fund
XLP
$15B
$343K 0.01%
4,232
+1,553
TMUS icon
318
T-Mobile US
TMUS
$232B
$340K 0.01%
1,427
+561
TT icon
319
Trane Technologies
TT
$96.3B
$335K 0.01%
766
+3
ATO icon
320
Atmos Energy
ATO
$28.4B
$327K 0.01%
2,120
-295
WST icon
321
West Pharmaceutical
WST
$19.5B
$325K 0.01%
1,487
-6
SPHQ icon
322
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$320K 0.01%
4,495
GGG icon
323
Graco
GGG
$13.5B
$317K 0.01%
3,685
+15
RMD icon
324
ResMed
RMD
$36.7B
$312K 0.01%
1,211
+11
PRU icon
325
Prudential Financial
PRU
$37.2B
$312K 0.01%
2,901
-67
11 12
13
14 15