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
$3.19B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$13.3M
3
+$6.24M
4
META icon
Meta Platforms (Facebook)
META
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4M

Top Sells

1
+$16.9M
2
+$8M
3
+$4.24M
4
UNH icon
UnitedHealth
UNH
+$3.53M
5
AAPL icon
Apple
AAPL
+$3.36M

Sector Composition

1 Technology 24.03%
2 Financials 13.76%
3 Healthcare 8.61%
4 Consumer Discretionary 7.73%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
351
Progressive
PGR
$134B
$271K 0.01%
1,099
-50
UL icon
352
Unilever
UL
$148B
$271K 0.01%
4,578
-55
FIX icon
353
Comfort Systems
FIX
$33.9B
$266K 0.01%
+322
FDS icon
354
Factset
FDS
$10.4B
$264K 0.01%
922
-56
KKR icon
355
KKR & Co
KKR
$109B
$264K 0.01%
2,028
-3
VGK icon
356
Vanguard FTSE Europe ETF
VGK
$28.1B
$263K 0.01%
3,293
+266
PPL icon
357
PPL Corp
PPL
$26.5B
$257K 0.01%
6,924
+300
ULTA icon
358
Ulta Beauty
ULTA
$24.6B
$256K 0.01%
469
VCSH icon
359
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$255K 0.01%
3,193
GSK icon
360
GSK
GSK
$95.3B
$250K 0.01%
+5,783
PRU icon
361
Prudential Financial
PRU
$37.9B
$248K 0.01%
2,387
-514
TXRH icon
362
Texas Roadhouse
TXRH
$11.3B
$246K 0.01%
1,479
+325
SPG icon
363
Simon Property Group
SPG
$60.4B
$244K 0.01%
1,298
-285
SPSM icon
364
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
$243K 0.01%
5,255
MEDP icon
365
Medpace
MEDP
$16.6B
$241K 0.01%
+468
AMP icon
366
Ameriprise Financial
AMP
$42.3B
$239K 0.01%
486
IBIT icon
367
iShares Bitcoin Trust
IBIT
$66.4B
$232K 0.01%
3,570
+295
FCX icon
368
Freeport-McMoran
FCX
$61.8B
$229K 0.01%
5,830
+1,128
GPC icon
369
Genuine Parts
GPC
$18.1B
$226K 0.01%
1,632
-114
GWW icon
370
W.W. Grainger
GWW
$44.9B
$226K 0.01%
237
QUAL icon
371
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$224K 0.01%
1,152
CEG icon
372
Constellation Energy
CEG
$112B
$223K 0.01%
677
+9
XLRE icon
373
Real Estate Select Sector SPDR Fund
XLRE
$7.56B
$220K 0.01%
5,223
TD icon
374
Toronto Dominion Bank
TD
$143B
$219K 0.01%
2,744
GM icon
375
General Motors
GM
$68.1B
$217K 0.01%
+3,553
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