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SYBT
Stock Yards Bank & Trust Portfolio holdings
AUM
$3.21B
1-Year Est. Return
22.76%
This Fund
S&P 500
This Quarter
Est. Return
+0.87%
1 Year Est. Return
+22.76%
3 Year Est. Return
+70.18%
5 Year Est. Return
+91.44%
10 Year Est. Return
+323.38%
AUM
$901M
AUM Growth
–
Cap. Flow
+$915M
Cap. Flow
% of AUM
101.62%
Top 10 Holdings %
Top 10 Hldgs %
28.19%
Holding
211
New
211
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chevron
CVX
|
+$41.1M |
| 2 |
ExxonMobil
XOM
|
+$26M |
| 3 |
IBM
IBM
|
+$25.6M |
| 4 |
AT&T
T
|
+$25.5M |
| 5 |
CELG
Celgene Corp
CELG
|
+$25.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 12.28% |
| 2 | Technology | 11.33% |
| 3 | Energy | 11% |
| 4 | Consumer Staples | 10.87% |
| 5 | Financials | 10.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
GE Aerospace
GE
$384B
| $14.3M | 1.59% |
+128,578
| New | +$14.2M |
|
27
Abbott
ABT
$187B
| $13.4M | 1.49% |
+385,426
| New | +$14.1M |
|
28
SLB Ltd
SLB
$75B
| $13.2M | 1.47% |
+184,374
| New | +$13.6M |
|
29
Weyerhaeuser
WY
$18.4B
| $13M | 1.45% |
+457,916
| New | +$13.8M |
|
30
Procter & Gamble
PG
$339B
| $12.9M | 1.43% |
+167,485
| New | +$13.1M |
|
|
FDO
31
DELISTED
FAMILY DOLLAR STORES
FDO
| $12.8M | 1.42% |
+205,951
| New | +$12.8M |
|
32
Johnson & Johnson
JNJ
$625B
| $12.7M | 1.42% |
+148,468
| New | +$12.6M |
|
|
NVO
33
Novo Nordisk
NVO
$209B
| $12.7M | 1.42% |
+822,480
| New | +$13.7M |
|
34
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
| $12.3M | 1.36% |
+145,500
| New | +$12.3M |
|
35
Stock Yards Bancorp
SYBT
$2.6B
| $11.7M | 1.29% |
+712,673
| New | +$11.1M |
|
36
APA Corp
APA
$13.2B
| $10.8M | 1.2% |
+128,728
| New | +$10.2M |
|
37
PepsiCo
PEP
$190B
| $10M | 1.11% |
+122,466
| New | +$10M |
|
38
McDonald's
MCD
$195B
| $9.71M | 1.08% |
+98,104
| New | +$9.82M |
|
39
Starbucks
SBUX
$120B
| $9.46M | 1.05% |
+288,706
| New | +$8.97M |
|
40
CF Industries
CF
$17.3B
| $8.7M | 0.97% |
+253,780
| New | +$9.47M |
|
41
iShares MSCI EAFE ETF
EFA
$80.2B
| $8.54M | 0.95% |
+148,985
| New | +$9.01M |
|
42
Kroger
KR
$34.8B
| $7.49M | 0.83% |
+433,458
| New | +$7.38M |
|
43
ResMed
RMD
$30.7B
| $6.92M | 0.77% |
+153,230
| New | +$7.27M |
|
44
JPMorgan Chase
JPM
$950B
| $6.83M | 0.76% |
+129,315
| New | +$6.57M |
|
45
Herc Holdings
HRI
$5.61B
| $5.58M | 0.62% |
+74,946
| New | +$5.48M |
|
46
Coca-Cola
KO
$375B
| $5.37M | 0.6% |
+133,840
| New | +$5.54M |
|
47
Pfizer
PFE
$153B
| $5.36M | 0.59% |
+201,466
| New | +$5.57M |
|
48
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
| $5.26M | 0.58% |
+43,602
| New | +$5.36M |
|
49
Southern Company
SO
$107B
| $5.16M | 0.57% |
+116,833
| New | +$5.37M |
|
50
3M
MMM
$94.3B
| $5.07M | 0.56% |
+55,473
| New | +$5.04M |
|
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Stock Yards Bank & Trust's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Stock Yards Bank & Trust, which disclosed 211 positions worth $901M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Chevron: 339,677 shares worth $40.2M.
By sector, the portfolio is most concentrated in Healthcare at 12% of assets, followed by Technology and Energy.
- Stock Yards Bank & Trust's largest Q2 2013 buy was Chevron: 339,677 shares worth $40.2M.
- Stock Yards Bank & Trust's ten largest holdings make up 28% of its $901M portfolio in Q2 2013.
- Stock Yards Bank & Trust disclosed 211 positions in Q2 2013, its first 13F filing on record.
Based on Stock Yards Bank & Trust's 13F filing for Q2 2013, filed 5 Aug 2013.