SYBT
Stock Yards Bank & Trust Portfolio holdings
AUM
$3.19B
1-Year Est. Return
18.9%
1 Year Est. Return
+18.9%
AUM
$3.19B
AUM Growth
+$196M
(+6.6%)
Holding
399
Top Buys
| 1 | +$16M | |
| 2 | +$13.3M | |
| 3 | +$6.24M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$4.3M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$4M |
Top Sells
| 1 | +$16.9M | |
| 2 | +$8M | |
| 3 | +$4.24M | |
| 4 |
UnitedHealth
UNH
|
+$3.53M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Palo Alto Networks
PANW
$131B
| $39.2M | 1.23% |
192,396
+13,900
|
|
||
27
Expedia Group
EXPE
$31.7B
| $38.6M | 1.21% |
180,672
-527
|
|
||
28
NextEra Energy
NEE
$176B
| $37.8M | 1.19% |
500,797
+6,906
|
|
||
29
Churchill Downs
CHDN
$7.73B
| $34.8M | 1.09% |
358,658
-3,282
|
|
||
30
Waste Management
WM
$87B
| $33.7M | 1.06% |
152,531
+2,508
|
|
||
31
Linde
LIN
$190B
| $30.3M | 0.95% |
63,762
-49
|
|
||
32
Stryker
SYK
$142B
| $30.1M | 0.95% |
81,541
+772
|
|
||
33
Exxon Mobil
XOM
$492B
| $27.8M | 0.87% |
246,146
-12,232
|
|
||
34
Marsh & McLennan
MMC
$90.1B
| $27.5M | 0.86% |
136,493
-790
|
|
||
35
Sempra
SRE
$59.7B
| $25.7M | 0.81% |
285,672
+10,367
|
|
||
36
Quanta Services
PWR
$67.4B
| $25.1M | 0.79% |
60,573
+2,220
|
|
||
37
Procter & Gamble
PG
$345B
| $24.9M | 0.78% |
162,175
-14,186
|
|
||
38
Berkshire Hathaway Class B
BRK.B
$1.1T
| $23M | 0.72% |
45,760
-8,430
|
|
||
|
39
UnitedHealth
UNH
$293B
| $22.7M | 0.71% |
65,771
-10,225
|
|
||
|
40
Berkshire Hathaway Class A
BRK.A
$1.09T
| $22.6M | 0.71% |
30
|
|
||
41
Johnson & Johnson
JNJ
$495B
| $20.1M | 0.63% |
108,615
-3,651
|
|
||
42
Mondelez International
MDLZ
$72.8B
| $19.6M | 0.61% |
313,714
-4,737
|
|
||
43
American Tower
AMT
$82.5B
| $18.9M | 0.59% |
98,301
-2,476
|
|
||
44
Equinix
EQIX
$72B
| $17.9M | 0.56% |
22,809
+7,963
|
|
||
45
Philip Morris
PM
$243B
| $17.3M | 0.54% |
106,782
+2,219
|
|
||
46
Avantis US Small Cap Value ETF
AVUV
$19.4B
| $16.9M | 0.53% |
169,525
+934
|
|
||
47
Apollo Global Management
APO
$76.3B
| $16.6M | 0.52% |
124,708
+119,710
|
|
||
48
Alphabet (Google) Class C
GOOG
$3.8T
| $15.8M | 0.49% |
64,691
-2,293
|
|
||
49
Coca-Cola
KO
$310B
| $15M | 0.47% |
225,627
-14,194
|
|
||
50
McDonald's
MCD
$216B
| $14.4M | 0.45% |
47,419
-932
|
|