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
$2.99B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.87M
3
+$8.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.68M
5
MMC icon
Marsh & McLennan
MMC
+$3.21M

Top Sells

1
+$13.4M
2
+$10.2M
3
+$7.42M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.82M

Sector Composition

1 Technology 23.38%
2 Financials 14.36%
3 Healthcare 9.24%
4 Consumer Discretionary 7.88%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
101
Duke Energy
DUK
$96.2B
$3.77M 0.13%
31,937
-2,430
DOV icon
102
Dover
DOV
$24.7B
$3.77M 0.13%
20,555
-584
VEA icon
103
Vanguard FTSE Developed Markets ETF
VEA
$178B
$3.75M 0.13%
65,710
+5,493
YUM icon
104
Yum! Brands
YUM
$41.4B
$3.71M 0.12%
25,026
-676
VO icon
105
Vanguard Mid-Cap ETF
VO
$87.5B
$3.52M 0.12%
12,570
+137
NSC icon
106
Norfolk Southern
NSC
$63.8B
$3.51M 0.12%
13,709
-1,069
IEFA icon
107
iShares Core MSCI EAFE ETF
IEFA
$156B
$3.48M 0.12%
41,730
+1,247
COP icon
108
ConocoPhillips
COP
$107B
$3.45M 0.12%
38,489
+3,813
ADP icon
109
Automatic Data Processing
ADP
$103B
$3.34M 0.11%
10,838
-181
ENB icon
110
Enbridge
ENB
$104B
$3.3M 0.11%
72,770
+1,804
RTX icon
111
RTX Corp
RTX
$237B
$3.29M 0.11%
22,511
+445
NFLX icon
112
Netflix
NFLX
$468B
$3.22M 0.11%
2,402
-105
AGG icon
113
iShares Core US Aggregate Bond ETF
AGG
$132B
$3.17M 0.11%
31,942
-5,920
EFV icon
114
iShares MSCI EAFE Value ETF
EFV
$27.8B
$3.16M 0.11%
49,711
+7,630
LOW icon
115
Lowe's Companies
LOW
$131B
$3.11M 0.1%
14,007
-395
TSLA icon
116
Tesla
TSLA
$1.43T
$3.11M 0.1%
9,782
+573
GE icon
117
GE Aerospace
GE
$324B
$3.1M 0.1%
12,037
+412
MMM icon
118
3M
MMM
$87.6B
$3.05M 0.1%
20,020
-2,116
SU icon
119
Suncor Energy
SU
$51.2B
$2.99M 0.1%
79,770
-9,584
WMB icon
120
Williams Companies
WMB
$72.8B
$2.86M 0.1%
45,477
-4,356
BAC icon
121
Bank of America
BAC
$388B
$2.8M 0.09%
59,138
-439
PAYX icon
122
Paychex
PAYX
$40.3B
$2.8M 0.09%
19,223
-228
GILD icon
123
Gilead Sciences
GILD
$148B
$2.8M 0.09%
25,220
+23,064
IWS icon
124
iShares Russell Mid-Cap Value ETF
IWS
$14B
$2.75M 0.09%
20,846
+61
CLX icon
125
Clorox
CLX
$13.1B
$2.57M 0.09%
21,423
+300
3 4
5
6 7