SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $2.99B
1-Year Return 17.78%
This Quarter Return
+11.01%
1 Year Return
+17.78%
3 Year Return
+70.19%
5 Year Return
+123.35%
10 Year Return
+288.1%
AUM
$1.9B
AUM Growth
+$319M
Cap. Flow
+$169M
Cap. Flow %
8.87%
Top 10 Hldgs %
29.15%
Holding
290
New
49
Increased
158
Reduced
29
Closed
6

Top Buys

1
LLY icon
Eli Lilly
LLY
$16.8M
2
CHDN icon
Churchill Downs
CHDN
$15.5M
3
ELV icon
Elevance Health
ELV
$9.92M
4
PG icon
Procter & Gamble
PG
$8.63M
5
MSFT icon
Microsoft
MSFT
$8.2M

Top Sells

1
MDT icon
Medtronic
MDT
$14.3M
2
T icon
AT&T
T
$9.81M
3
PYPL icon
PayPal
PYPL
$1.29M
4
BTI icon
British American Tobacco
BTI
$986K
5
SHW icon
Sherwin-Williams
SHW
$691K

Sector Composition

1 Technology 18.28%
2 Financials 15.18%
3 Healthcare 11.53%
4 Consumer Discretionary 9.79%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
TSLA icon
101
Tesla
TSLA
$1.09T
$2.24M 0.12%
6,351
+45
+0.7% +$15.9K
IWO icon
102
iShares Russell 2000 Growth ETF
IWO
$12.4B
$2.24M 0.12%
7,628
-7
-0.1% -$2.05K
VWO icon
103
Vanguard FTSE Emerging Markets ETF
VWO
$96.1B
$2.23M 0.12%
45,034
+27,859
+162% +$1.38M
IWF icon
104
iShares Russell 1000 Growth ETF
IWF
$118B
$2.22M 0.12%
7,258
+5,820
+405% +$1.78M
MO icon
105
Altria Group
MO
$112B
$2.16M 0.11%
45,564
+11,856
+35% +$562K
LOW icon
106
Lowe's Companies
LOW
$148B
$2.08M 0.11%
8,059
+3,213
+66% +$830K
WMT icon
107
Walmart
WMT
$805B
$2.07M 0.11%
42,882
+1,977
+5% +$95.3K
NVDA icon
108
NVIDIA
NVDA
$4.18T
$2.02M 0.11%
68,740
+3,670
+6% +$108K
IYW icon
109
iShares US Technology ETF
IYW
$23.1B
$1.93M 0.1%
16,779
+13,675
+441% +$1.57M
VB icon
110
Vanguard Small-Cap ETF
VB
$66.7B
$1.9M 0.1%
8,422
+3,933
+88% +$889K
COP icon
111
ConocoPhillips
COP
$120B
$1.89M 0.1%
26,198
+4,983
+23% +$360K
MDLZ icon
112
Mondelez International
MDLZ
$78.8B
$1.89M 0.1%
28,501
+6,943
+32% +$460K
ITW icon
113
Illinois Tool Works
ITW
$77.4B
$1.87M 0.1%
7,594
+828
+12% +$204K
IEI icon
114
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
$1.76M 0.09%
13,675
-564
-4% -$72.5K
UNP icon
115
Union Pacific
UNP
$132B
$1.71M 0.09%
6,796
+53
+0.8% +$13.4K
IWN icon
116
iShares Russell 2000 Value ETF
IWN
$11.9B
$1.67M 0.09%
10,061
-28
-0.3% -$4.65K
D icon
117
Dominion Energy
D
$50.2B
$1.58M 0.08%
20,046
+5,068
+34% +$398K
USB icon
118
US Bancorp
USB
$76.5B
$1.55M 0.08%
27,655
+6,431
+30% +$361K
SO icon
119
Southern Company
SO
$101B
$1.52M 0.08%
22,162
+3,683
+20% +$253K
SJM icon
120
J.M. Smucker
SJM
$12B
$1.49M 0.08%
10,976
+1,044
+11% +$142K
SHY icon
121
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$1.4M 0.07%
16,410
+156
+1% +$13.3K
MCHP icon
122
Microchip Technology
MCHP
$34.8B
$1.37M 0.07%
+15,676
New +$1.37M
CL icon
123
Colgate-Palmolive
CL
$67.6B
$1.33M 0.07%
15,555
+3,450
+29% +$295K
UNH icon
124
UnitedHealth
UNH
$281B
$1.22M 0.06%
2,430
+73
+3% +$36.7K
VTI icon
125
Vanguard Total Stock Market ETF
VTI
$529B
$1.19M 0.06%
4,915
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5
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