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
101
$1.14M 0.17%
92,800
102
$1.13M 0.16%
47,396
-2,576
103
$1.12M 0.16%
7,529
-181
104
$1.1M 0.16%
17,330
+474
105
$1.05M 0.15%
+25,517
106
$1.03M 0.15%
12,689
-148
107
$1.03M 0.15%
8,298
+2,600
108
$1.01M 0.15%
13,054
+1,130
109
$1M 0.15%
8,979
+3,571
110
$985K 0.14%
16,003
-414
111
$951K 0.14%
14,646
-750
112
$934K 0.14%
+11,712
113
$917K 0.13%
22,828
114
$910K 0.13%
3,600
115
$900K 0.13%
9,596
-500
116
$880K 0.13%
15,102
117
$878K 0.13%
8,417
-1,906
118
$840K 0.12%
16,214
+934
119
$790K 0.11%
7,048
-1,314
120
$753K 0.11%
12,400
121
$740K 0.11%
6,562
-101
122
$722K 0.1%
4,877
+1,600
123
$695K 0.1%
10,563
-150
124
$666K 0.1%
6,049
+43
125
$642K 0.09%
7,135
+1,013
3 4
5
6 7