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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 | |
|---|---|---|---|---|---|---|
51
iShares Russell Mid-Cap ETF
IWR
$57.4B
| $4.62M | 0.51% |
+142,292
| New | +$4.61M |
|
52
Brown-Forman Class B
BF.B
$13.1B
| $4.43M | 0.49% |
+205,134
| New | +$4.61M |
|
53
Bristol-Myers Squibb
BMY
$132B
| $4.35M | 0.48% |
+97,394
| New | +$4.23M |
|
54
PNC Financial Services
PNC
$101B
| $4.29M | 0.48% |
+58,796
| New | +$4.07M |
|
55
iShares Russell 2000 ETF
IWM
$83B
| $4.21M | 0.47% |
+43,403
| New | +$4.15M |
|
56
Philip Morris
PM
$295B
| $4.01M | 0.45% |
+46,322
| New | +$4.3M |
|
57
Berkshire Hathaway Class B
BRK.B
$1.13T
| $4M | 0.44% |
+35,767
| New | +$3.94M |
|
|
58
Brown-Forman Class A
BF.A
$13.3B
| $3.43M | 0.38% |
+126,850
| New | +$3.62M |
|
59
ConocoPhillips
COP
$141B
| $3.1M | 0.34% |
+51,269
| New | +$3.12M |
|
60
SPDR Gold Trust
GLD
$141B
| $2.91M | 0.32% |
+24,429
| New | +$3.35M |
|
61
Merck
MRK
$318B
| $2.71M | 0.3% |
+61,096
| New | +$2.73M |
|
62
Intel
INTC
$513B
| $2.42M | 0.27% |
+99,716
| New | +$2.36M |
|
|
WBA
63
DELISTED
Walgreens Boots Alliance
WBA
| $2.37M | 0.26% |
+53,561
| New | +$2.61M |
|
64
Target
TGT
$68B
| $2.36M | 0.26% |
+34,294
| New | +$2.39M |
|
65
Altria Group
MO
$114B
| $2.04M | 0.23% |
+58,293
| New | +$2.09M |
|
66
Leggett & Platt
LEG
$1.31B
| $2.04M | 0.23% |
+65,545
| New | +$2.13M |
|
67
iShares MSCI Emerging Markets ETF
EEM
$29.5B
| $2.02M | 0.22% |
+52,611
| New | +$2.18M |
|
68
Walt Disney
DIS
$181B
| $1.83M | 0.2% |
+28,990
| New | +$1.83M |
|
69
Verizon
VZ
$196B
| $1.82M | 0.2% |
+36,115
| New | +$1.84M |
|
70
Emerson Electric
EMR
$88.3B
| $1.76M | 0.2% |
+32,300
| New | +$1.82M |
|
71
CVS Health
CVS
$122B
| $1.67M | 0.18% |
+29,123
| New | +$1.69M |
|
72
Western Union
WU
$2.21B
| $1.66M | 0.18% |
+97,199
| New | +$1.54M |
|
73
RTX Corp
RTX
$301B
| $1.63M | 0.18% |
+27,844
| New | +$1.65M |
|
74
iShares Gold Trust
IAU
$67.5B
| $1.53M | 0.17% |
+63,598
| New | +$1.75M |
|
|
75
Berkshire Hathaway Class A
BRK.A
$1.12T
| $1.52M | 0.17% |
+9
| New | +$1.49M |
|
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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.