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
EMR icon
126
Emerson Electric
EMR
$72.9B
$2.53M 0.08%
19,012
+716
VIG icon
127
Vanguard Dividend Appreciation ETF
VIG
$97.8B
$2.5M 0.08%
12,212
+700
BF.A icon
128
Brown-Forman Class A
BF.A
$12.6B
$2.48M 0.08%
90,263
-639
INTU icon
129
Intuit
INTU
$181B
$2.43M 0.08%
3,079
-309
CVS icon
130
CVS Health
CVS
$100B
$2.41M 0.08%
34,955
+8,716
DLR icon
131
Digital Realty Trust
DLR
$58.4B
$2.41M 0.08%
13,830
+264
IRM icon
132
Iron Mountain
IRM
$30.8B
$2.39M 0.08%
23,270
NKE icon
133
Nike
NKE
$90.3B
$2.32M 0.08%
32,599
-2,634
AXP icon
134
American Express
AXP
$254B
$2.27M 0.08%
7,106
-295
PFE icon
135
Pfizer
PFE
$139B
$2.26M 0.08%
93,054
+551
PSX icon
136
Phillips 66
PSX
$55.6B
$2.25M 0.08%
18,880
+224
TFC icon
137
Truist Financial
TFC
$57.2B
$2.25M 0.08%
52,230
-3,665
APD icon
138
Air Products & Chemicals
APD
$57.8B
$2.24M 0.07%
7,937
-508
DES icon
139
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$2.22M 0.07%
69,787
+9,438
LHX icon
140
L3Harris
LHX
$54.4B
$2.2M 0.07%
8,768
-441
IJH icon
141
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$2.17M 0.07%
34,997
-4,711
VB icon
142
Vanguard Small-Cap ETF
VB
$67B
$2.15M 0.07%
9,090
+402
IEMG icon
143
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$2.14M 0.07%
35,672
-4,747
DON icon
144
WisdomTree US MidCap Dividend Fund
DON
$3.68B
$2.09M 0.07%
41,741
-2,055
IYW icon
145
iShares US Technology ETF
IYW
$22.4B
$2.09M 0.07%
12,042
-1,134
KR icon
146
Kroger
KR
$43B
$2.07M 0.07%
28,889
+1,800
UPS icon
147
United Parcel Service
UPS
$81.4B
$2.06M 0.07%
20,414
-1,727
IWN icon
148
iShares Russell 2000 Value ETF
IWN
$11.9B
$2M 0.07%
12,659
+827
BF.B icon
149
Brown-Forman Class B
BF.B
$12.6B
$1.98M 0.07%
73,590
-2,976
HUM icon
150
Humana
HUM
$30.3B
$1.97M 0.07%
8,069
-263
4 5
6
7 8