SYBT
Stock Yards Bank & Trust Portfolio holdings
AUM $2.81B
This Quarter Return
-1.56%
1 Year Return
+10.22%
3 Year Return
+35.46%
5 Year Return
+142.9%
10 Year Return
+253.15%
AUM
$2.81B
AUM Growth
-$107M (-4%)
Cap. Flow
-$32M
Cap. Flow % of AUM
-1.14%
Top 10 Holdings %Top 10 Hldgs %
31.59%
Holding
387
New
22
Increased
99
Reduced
204
Closed
8
Top Buys
| 1 | $17.6M | |
| 2 | $13.6M | |
| 3 | $12.6M | |
| 4 | $11.5M | |
| 5 | $3.32M |
Top Sells
| 1 | $17.1M | |
| 2 | $12.1M | |
| 3 | $11.8M | |
| 4 | $9.74M | |
| 5 | $6.16M |
Sector Composition
| 1 | Technology | 20.17% |
| 2 | Financials | 14.86% |
| 3 | Healthcare | 10.93% |
| 4 | Consumer Discretionary | 7.86% |
| 5 | Consumer Staples | 7.43% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $138K | ﹤0.01% | 20,907 -10,717 | -34% | -$70.6K | |||
| $99.8K | ﹤0.01% | 10,000 | – | – | |||
| $67.9K | ﹤0.01% | 12,875 | – | – | |||
| $12.8K | ﹤0.01% | 10,500 | – | – | |||
| – | – | -16,100 | Closed | -$414K | |||
| – | – | -708 | Closed | -$242K | |||
| – | – | -6,788 | Closed | -$258K | |||
| – | – | -2,603 | Closed | -$271K | |||
| – | – | -3,000 | Closed | -$516K | |||
| – | – | -318 | Closed | -$202K | |||
| – | – | -535 | Closed | -$227K | |||
| – | – | -1,022 | Closed | -$216K |
