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
126
$639K 0.09%
7,839
127
$638K 0.09%
+5,175
128
$631K 0.09%
18,220
129
$621K 0.09%
4,569
+1,507
130
$617K 0.09%
5,695
-1,165
131
$616K 0.09%
4,915
+500
132
$594K 0.09%
39,024
-3,300
133
$593K 0.09%
4,474
134
$592K 0.09%
19,926
+230
135
$583K 0.08%
5,099
136
$581K 0.08%
7,924
137
$574K 0.08%
6,424
-200
138
$557K 0.08%
8,335
-500
139
$557K 0.08%
7,320
+81
140
$551K 0.08%
2,197
-51
141
$533K 0.08%
14,431
+1,482
142
$528K 0.08%
10,873
+2,264
143
$515K 0.07%
5,183
+259
144
$513K 0.07%
5,796
+397
145
$510K 0.07%
7,005
146
$504K 0.07%
10,290
+544
147
$504K 0.07%
14,050
-3,118
148
$495K 0.07%
12,213
+3,947
149
$484K 0.07%
8,794
+4,306
150
$482K 0.07%
13,352
-350
4 5
6
7 8