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
$3.19B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$13.3M
3
+$6.24M
4
META icon
Meta Platforms (Facebook)
META
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4M

Top Sells

1
+$16.9M
2
+$8M
3
+$4.24M
4
UNH icon
UnitedHealth
UNH
+$3.53M
5
AAPL icon
Apple
AAPL
+$3.36M

Sector Composition

1 Technology 24.03%
2 Financials 13.76%
3 Healthcare 8.61%
4 Consumer Discretionary 7.73%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VO icon
101
Vanguard Mid-Cap ETF
VO
$88.9B
$3.97M 0.12%
13,514
+944
RSP icon
102
Invesco S&P 500 Equal Weight ETF
RSP
$74.5B
$3.97M 0.12%
20,924
-1,159
UNP icon
103
Union Pacific
UNP
$138B
$3.96M 0.12%
16,769
+5
ENB icon
104
Enbridge
ENB
$107B
$3.88M 0.12%
76,920
+4,150
HON icon
105
Honeywell
HON
$121B
$3.87M 0.12%
18,361
-991
DUK icon
106
Duke Energy
DUK
$94.4B
$3.86M 0.12%
31,220
-717
SHW icon
107
Sherwin-Williams
SHW
$85B
$3.84M 0.12%
11,091
-328
IEFA icon
108
iShares Core MSCI EAFE ETF
IEFA
$160B
$3.78M 0.12%
43,323
+1,593
EFV icon
109
iShares MSCI EAFE Value ETF
EFV
$27.1B
$3.75M 0.12%
55,283
+5,572
COP icon
110
ConocoPhillips
COP
$112B
$3.61M 0.11%
38,200
-289
RTX icon
111
RTX Corp
RTX
$228B
$3.6M 0.11%
21,521
-990
YUM icon
112
Yum! Brands
YUM
$41.9B
$3.56M 0.11%
23,446
-1,580
LOW icon
113
Lowe's Companies
LOW
$139B
$3.56M 0.11%
14,147
+140
BMY icon
114
Bristol-Myers Squibb
BMY
$99.4B
$3.51M 0.11%
77,860
-6,852
GE icon
115
GE Aerospace
GE
$305B
$3.43M 0.11%
11,409
-628
DIS icon
116
Walt Disney
DIS
$189B
$3.43M 0.11%
29,967
-8,753
DOV icon
117
Dover
DOV
$25.5B
$3.43M 0.11%
20,545
-10
SU icon
118
Suncor Energy
SU
$53.7B
$3.25M 0.1%
77,820
-1,950
MMM icon
119
3M
MMM
$90.8B
$3.2M 0.1%
20,627
+607
ADP icon
120
Automatic Data Processing
ADP
$103B
$3.19M 0.1%
10,883
+45
AGG icon
121
iShares Core US Aggregate Bond ETF
AGG
$134B
$3.15M 0.1%
31,430
-512
IWS icon
122
iShares Russell Mid-Cap Value ETF
IWS
$14B
$2.92M 0.09%
20,883
+37
NFLX icon
123
Netflix
NFLX
$461B
$2.81M 0.09%
23,410
-610
WMB icon
124
Williams Companies
WMB
$74.8B
$2.8M 0.09%
44,221
-1,256
VIG icon
125
Vanguard Dividend Appreciation ETF
VIG
$101B
$2.79M 0.09%
12,916
+704
3 4
5
6 7