SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $2.99B
1-Year Est. Return 17.78%
This Quarter Est. Return
1 Year Est. Return
+17.78%
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
PANW icon
26
Palo Alto Networks
PANW
$139B
$36.5M 1.22%
178,496
+48,232
WM icon
27
Waste Management
WM
$86.7B
$34.3M 1.15%
150,023
-2,150
NEE icon
28
NextEra Energy
NEE
$174B
$34.3M 1.15%
493,891
+4,368
EME icon
29
Emcor
EME
$30.3B
$32.2M 1.08%
60,185
+624
SYK icon
30
Stryker
SYK
$142B
$32M 1.07%
80,769
-3,842
EXPE icon
31
Expedia Group
EXPE
$26.5B
$30.6M 1.02%
181,199
-11,287
MMC icon
32
Marsh & McLennan
MMC
$93B
$30M 1%
137,283
+14,685
LIN icon
33
Linde
LIN
$210B
$29.9M 1%
63,811
-1,126
ACN icon
34
Accenture
ACN
$147B
$29M 0.97%
97,135
-2,523
PG icon
35
Procter & Gamble
PG
$355B
$28.1M 0.94%
176,361
-4,880
XOM icon
36
Exxon Mobil
XOM
$477B
$27.9M 0.93%
258,378
-8,139
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.06T
$26.3M 0.88%
54,190
-27,598
UNH icon
38
UnitedHealth
UNH
$319B
$23.7M 0.79%
75,996
-1,026
AMT icon
39
American Tower
AMT
$88.6B
$22.3M 0.74%
100,777
-3,478
PWR icon
40
Quanta Services
PWR
$64.4B
$22.1M 0.74%
58,353
+4,966
BRK.A icon
41
Berkshire Hathaway Class A
BRK.A
$1.06T
$21.9M 0.73%
30
MDLZ icon
42
Mondelez International
MDLZ
$80.7B
$21.5M 0.72%
318,451
-4,979
SRE icon
43
Sempra
SRE
$59.2B
$20.9M 0.7%
275,305
+9,820
PM icon
44
Philip Morris
PM
$247B
$19M 0.64%
104,563
-3,415
JNJ icon
45
Johnson & Johnson
JNJ
$464B
$17.1M 0.57%
112,266
-10,729
KO icon
46
Coca-Cola
KO
$293B
$17M 0.57%
239,821
-5,140
STZ icon
47
Constellation Brands
STZ
$24.6B
$16.7M 0.56%
102,662
+1,110
ZTS icon
48
Zoetis
ZTS
$63.7B
$15.8M 0.53%
101,561
-3,764
AVUV icon
49
Avantis US Small Cap Value ETF
AVUV
$17.9B
$15.4M 0.51%
168,591
-13,052
MCD icon
50
McDonald's
MCD
$219B
$14.1M 0.47%
48,351
-362