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
ISRG icon
126
Intuitive Surgical
ISRG
$201B
$2.78M 0.09%
6,212
+2,593
IEMG icon
127
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$2.77M 0.09%
42,095
+6,423
BAC icon
128
Bank of America
BAC
$389B
$2.76M 0.09%
53,404
-5,734
GILD icon
129
Gilead Sciences
GILD
$154B
$2.75M 0.09%
24,770
-450
LHX icon
130
L3Harris
LHX
$50.9B
$2.63M 0.08%
8,609
-159
VB icon
131
Vanguard Small-Cap ETF
VB
$68.8B
$2.62M 0.08%
10,307
+1,217
EMR icon
132
Emerson Electric
EMR
$74.1B
$2.52M 0.08%
19,235
+223
CMI icon
133
Cummins
CMI
$68.5B
$2.5M 0.08%
5,917
+24
SPHY icon
134
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
$2.49M 0.08%
103,835
+48,528
CLX icon
135
Clorox
CLX
$13B
$2.47M 0.08%
20,047
-1,376
IWN icon
136
iShares Russell 2000 Value ETF
IWN
$11.7B
$2.44M 0.08%
13,772
+1,113
BF.A icon
137
Brown-Forman Class A
BF.A
$13.8B
$2.43M 0.08%
90,284
+21
IYW icon
138
iShares US Technology ETF
IYW
$20.9B
$2.38M 0.07%
12,177
+135
IRM icon
139
Iron Mountain
IRM
$24.5B
$2.35M 0.07%
23,047
-223
AXP icon
140
American Express
AXP
$248B
$2.34M 0.07%
7,045
-61
LNG icon
141
Cheniere Energy
LNG
$45.3B
$2.32M 0.07%
9,885
+6,400
IJH icon
142
iShares Core S&P Mid-Cap ETF
IJH
$101B
$2.32M 0.07%
35,513
+516
PAYX icon
143
Paychex
PAYX
$39.8B
$2.31M 0.07%
18,189
-1,034
PSX icon
144
Phillips 66
PSX
$56.3B
$2.3M 0.07%
16,945
-1,935
CVS icon
145
CVS Health
CVS
$100B
$2.26M 0.07%
29,935
-5,020
TFC icon
146
Truist Financial
TFC
$59.6B
$2.24M 0.07%
48,965
-3,265
DLR icon
147
Digital Realty Trust
DLR
$53.7B
$2.19M 0.07%
12,696
-1,134
NKE icon
148
Nike
NKE
$96.7B
$2.19M 0.07%
31,456
-1,143
ORLY icon
149
O'Reilly Automotive
ORLY
$85.5B
$2.19M 0.07%
20,295
PFE icon
150
Pfizer
PFE
$144B
$2.18M 0.07%
85,673
-7,381
4 5
6
7 8