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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 | |
|---|---|---|---|---|---|---|
76
Mondelez International
MDLZ
$79.9B
| $1.51M | 0.17% |
+53,060
| New | +$1.61M |
|
77
Walmart Inc
WMT
$890B
| $1.47M | 0.16% |
+59,298
| New | +$1.52M |
|
78
Dover
DOV
$28.4B
| $1.44M | 0.16% |
+27,643
| New | +$1.38M |
|
79
Automatic Data Processing
ADP
$108B
| $1.37M | 0.15% |
+22,610
| New | +$1.35M |
|
|
SYBTP
80
DELISTED
S.Y. BANCOARP CAPITAL TRUST II PFD STK
SYBTP
| $1.34M | 0.15% |
+125,250
| New | +$1.34M |
|
81
Phillips 66
PSX
$81.4B
| $1.31M | 0.15% |
+22,290
| New | +$1.4M |
|
82
Kimberly-Clark
KMB
$36.5B
| $1.31M | 0.15% |
+14,076
| New | +$1.36M |
|
|
RDS.A
83
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $1.31M | 0.15% |
+21,922
| New | +$1.36M |
|
|
KRFT
84
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $1.28M | 0.14% |
+23,011
| New | +$1.23M |
|
85
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
| $1.27M | 0.14% |
+16,199
| New | +$1.26M |
|
86
Paychex
PAYX
$42.7B
| $1.26M | 0.14% |
+34,652
| New | +$1.28M |
|
87
Yum! Brands
YUM
$41.1B
| $1.26M | 0.14% |
+25,249
| New | +$1.25M |
|
88
iShares Russell 1000 ETF
IWB
$50.1B
| $1.26M | 0.14% |
+13,970
| New | +$1.25M |
|
89
Ecolab
ECL
$79.9B
| $1.25M | 0.14% |
+14,686
| New | +$1.24M |
|
90
US Bancorp
USB
$99.6B
| $1.22M | 0.14% |
+33,731
| New | +$1.16M |
|
91
Eli Lilly
LLY
$1.06T
| $1.22M | 0.14% |
+24,758
| New | +$1.35M |
|
92
O'Reilly Automotive
ORLY
$76.3B
| $1.19M | 0.13% |
+158,220
| New | +$1.14M |
|
93
Duke Energy
DUK
$97.3B
| $1.18M | 0.13% |
+17,517
| New | +$1.24M |
|
94
BP
BP
$107B
| $1.17M | 0.13% |
+34,327
| New | +$1.19M |
|
95
iShares TIPS Bond ETF
TIP
$14.5B
| $1.16M | 0.13% |
+10,323
| New | +$1.22M |
|
96
Cisco
CSCO
$479B
| $1.15M | 0.13% |
+47,352
| New | +$1.07M |
|
97
TJX Companies
TJX
$178B
| $1.14M | 0.13% |
+45,522
| New | +$1.12M |
|
98
Waters Corp
WAT
$39.9B
| $1.14M | 0.13% |
+11,384
| New | +$1.09M |
|
99
iShares National Muni Bond ETF
MUB
$45.5B
| $1.12M | 0.12% |
+10,658
| New | +$1.17M |
|
100
NextEra Energy
NEE
$177B
| $1.1M | 0.12% |
+54,248
| New | +$1.08M |
|
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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.