We are live on ! Find out more
SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $3.21B
1-Year Est. Return 22.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.1M
3
+$8.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.78M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.57M

Top Sells

1
+$15.4M
2
+$9.81M
3
+$3.85M
4
SYK icon
Stryker
SYK
+$3.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.52M

Sector Composition

1 Technology 20.89%
2 Financials 12.88%
3 Healthcare 8.22%
4 Consumer Discretionary 7.05%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWS icon
126
iShares Russell Mid-Cap Value ETF
IWS
$15.4B
$3.14M 0.1%
21,568
+1,315
LOW icon
127
Lowe's Companies
LOW
$120B
$3.13M 0.1%
13,228
-554
WMB icon
128
Williams Companies
WMB
$92.7B
$3.09M 0.1%
42,418
+85
IWN icon
129
iShares Russell 2000 Value ETF
IWN
$14.3B
$2.97M 0.09%
15,660
+1,055
PSX icon
130
Phillips 66
PSX
$68.3B
$2.97M 0.09%
16,285
-702
CMI icon
131
Cummins
CMI
$96.5B
$2.97M 0.09%
5,511
-405
VIG icon
132
Vanguard Dividend Appreciation ETF
VIG
$108B
$2.88M 0.09%
13,392
+979
TSM icon
133
TSMC
TSM
$2.26T
$2.77M 0.09%
8,191
+393
AMAT icon
134
Applied Materials
AMAT
$465B
$2.76M 0.09%
8,071
+23
IYW icon
135
iShares US Technology ETF
IYW
$24.4B
$2.74M 0.09%
15,080
+2,864
VB icon
136
Vanguard Small-Cap ETF
VB
$79.1B
$2.71M 0.08%
10,356
+104
LHX icon
137
L3Harris
LHX
$54.7B
$2.61M 0.08%
7,564
-889
IJH icon
138
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.6M 0.08%
38,449
+658
SHW icon
139
Sherwin-Williams
SHW
$79.6B
$2.58M 0.08%
8,047
-2,076
RIO icon
140
Rio Tinto
RIO
$155B
$2.52M 0.08%
27,053
-1,547
DES icon
141
WisdomTree US SmallCap Dividend Fund
DES
$2.14B
$2.49M 0.08%
69,212
+1,224
EMR icon
142
Emerson Electric
EMR
$80.2B
$2.45M 0.08%
18,733
-206
DIS icon
143
Walt Disney
DIS
$180B
$2.44M 0.08%
25,350
-1,775
BF.A icon
144
Brown-Forman Class A
BF.A
$12.5B
$2.4M 0.07%
89,584
IAU icon
145
iShares Gold Trust
IAU
$63.9B
$2.38M 0.07%
26,970
+62
MPC icon
146
Marathon Petroleum
MPC
$72.6B
$2.36M 0.07%
9,656
+89
ACWX icon
147
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$2.27M 0.07%
33,094
+8,132
BAC icon
148
Bank of America
BAC
$411B
$2.24M 0.07%
45,890
-3,805
IRM icon
149
Iron Mountain
IRM
$39.6B
$2.22M 0.07%
21,739
-728
INTC icon
150
Intel
INTC
$665B
$2.21M 0.07%
50,178
-2,655
4 5
6
7 8