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
$689M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.34M
3
+$6.16M
4
SLB icon
SLB Ltd
SLB
+$1.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.05M

Top Sells

1
+$5.94M
2
+$5.32M
3
+$4.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$903K
5
GE icon
GE Aerospace
GE
+$861K

Sector Composition

1 Financials 16.29%
2 Healthcare 12.57%
3 Consumer Staples 10.74%
4 Energy 9.86%
5 Technology 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.76M 1.42%
99,369
+3,725
27
$9.48M 1.38%
160,238
+1,725
28
$9.08M 1.32%
73,155
-6,937
29
$8.97M 1.3%
129,754
+4,977
30
$8.02M 1.16%
119,387
+9,353
31
$7.95M 1.15%
130,953
+6,122
32
$7.93M 1.15%
205,092
-9,212
33
$7.83M 1.14%
832
+22
34
$7.83M 1.14%
92,707
+5,783
35
$7.57M 1.1%
257,765
+5,187
36
$7.55M 1.1%
168,995
-230
37
$7.41M 1.08%
142,085
+4,245
38
$7.39M 1.07%
92,514
+2,678
39
$7.28M 1.06%
125,841
+2,578
40
$7.15M 1.04%
66,356
+4,014
41
$7.1M 1.03%
38,578
+1,015
42
$6.96M 1.01%
92,630
+84,443
43
$6.94M 1.01%
100,766
+5,491
44
$6.8M 0.99%
+48,658
45
$6.55M 0.95%
159,774
+4,187
46
$6.54M 0.95%
78,352
+3,931
47
$6.16M 0.89%
+130,889
48
$6.15M 0.89%
201,935
+5,446
49
$6.11M 0.89%
53,859
-1,786
50
$6.01M 0.87%
61,353
+3,205
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