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SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $3.21B
1-Year Est. Return 22.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$10.1M
3 +$8.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.78M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.57M

Top Sells

1 +$15.4M
2 +$9.81M
3 +$3.85M
4
SYK icon
Stryker
SYK
+$3.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.52M

Sector Composition

1 Technology 20.89%
2 Financials 12.88%
3 Healthcare 8.22%
4 Consumer Discretionary 7.05%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DE icon
76
Deere & Co
DE
$160B
$6.48M 0.2%
11,509
+1,155
SPHY icon
77
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
$6.4M 0.2%
274,295
+98,678
TJX icon
78
TJX Companies
TJX
$182B
$6.3M 0.2%
39,437
-1,061
MA icon
79
Mastercard
MA
$431B
$6.3M 0.2%
12,600
-53
EFV icon
80
iShares MSCI EAFE Value ETF
EFV
$23.9B
$6.1M 0.19%
82,046
+19,641
LMT icon
81
Lockheed Martin
LMT
$116B
$6.07M 0.19%
10,045
-200
AMGN icon
82
Amgen
AMGN
$187B
$5.98M 0.19%
17,002
-16
DHR icon
83
Danaher
DHR
$127B
$5.98M 0.19%
31,539
-1,878
MSI icon
84
Motorola Solutions
MSI
$64.6B
$5.9M 0.18%
13,602
-1,003
MS icon
85
Morgan Stanley
MS
$357B
$5.87M 0.18%
35,686
-1,195
AWK icon
86
American Water Works
AWK
$24.7B
$5.69M 0.18%
41,817
-1,424
SBUX icon
87
Starbucks
SBUX
$115B
$5.37M 0.17%
59,922
-2,433
ADBE icon
88
Adobe
ADBE
$78.5B
$5.33M 0.17%
21,933
-3,582
IWO icon
89
iShares Russell 2000 Growth ETF
IWO
$15.1B
$5.18M 0.16%
16,521
+1,128
IEFA icon
90
iShares Core MSCI EAFE ETF
IEFA
$184B
$5.17M 0.16%
57,096
+10,096
IWD icon
91
iShares Russell 1000 Value ETF
IWD
$76.4B
$4.93M 0.15%
23,062
+152
GE icon
92
GE Aerospace
GE
$372B
$4.87M 0.15%
17,155
+5,777
COP icon
93
ConocoPhillips
COP
$134B
$4.82M 0.15%
36,485
-3,092
VEA icon
94
Vanguard FTSE Developed Markets ETF
VEA
$226B
$4.77M 0.15%
74,399
+2,153
SU icon
95
Suncor Energy
SU
$66.7B
$4.76M 0.15%
71,963
-3,755
BMY icon
96
Bristol-Myers Squibb
BMY
$113B
$4.46M 0.14%
73,499
-2,156
DVY icon
97
iShares Select Dividend ETF
DVY
$22.8B
$4.42M 0.14%
29,209
+12,596
VZ icon
98
Verizon
VZ
$195B
$4.33M 0.13%
86,322
-4,945
EFG icon
99
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$4.33M 0.13%
38,861
+10,368
DUK icon
100
Duke Energy
DUK
$97.5B
$4.33M 0.13%
33,047
+705