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
DON icon
151
WisdomTree US MidCap Dividend Fund
DON
$3.73B
$2.17M 0.07%
41,416
-325
EFG icon
152
iShares MSCI EAFE Growth ETF
EFG
$9.38B
$2.13M 0.07%
18,746
+1,976
DES icon
153
WisdomTree US SmallCap Dividend Fund
DES
$1.85B
$2.13M 0.07%
63,283
-6,504
NOW icon
154
ServiceNow
NOW
$171B
$2.12M 0.07%
2,300
+1,468
INTU icon
155
Intuit
INTU
$176B
$2.11M 0.07%
3,093
+14
HUM icon
156
Humana
HUM
$29.1B
$2.06M 0.06%
7,908
-161
DVY icon
157
iShares Select Dividend ETF
DVY
$20.8B
$2.05M 0.06%
14,396
+964
APD icon
158
Air Products & Chemicals
APD
$58.1B
$2.04M 0.06%
7,478
-459
TSM icon
159
TSMC
TSM
$1.49T
$2.03M 0.06%
7,273
+248
SO icon
160
Southern Company
SO
$98B
$2.01M 0.06%
21,253
+621
IDXX icon
161
Idexx Laboratories
IDXX
$58.2B
$2M 0.06%
3,135
SCZ icon
162
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$1.97M 0.06%
25,738
+1,792
KR icon
163
Kroger
KR
$44.8B
$1.95M 0.06%
28,941
+52
BF.B icon
164
Brown-Forman Class B
BF.B
$14.1B
$1.95M 0.06%
72,002
-1,588
USB icon
165
US Bancorp
USB
$76.8B
$1.89M 0.06%
39,008
-2,465
IAU icon
166
iShares Gold Trust
IAU
$65.9B
$1.88M 0.06%
25,805
+275
SNPS icon
167
Synopsys
SNPS
$81.4B
$1.86M 0.06%
3,765
+1,511
COF icon
168
Capital One
COF
$140B
$1.83M 0.06%
8,627
-392
INTC icon
169
Intel
INTC
$191B
$1.83M 0.06%
54,513
+9,950
CINF icon
170
Cincinnati Financial
CINF
$25.9B
$1.77M 0.06%
11,219
-308
DLTR icon
171
Dollar Tree
DLTR
$22.4B
$1.77M 0.06%
18,703
-820
MPC icon
172
Marathon Petroleum
MPC
$59B
$1.74M 0.05%
9,037
-205
GEV icon
173
GE Vernova
GEV
$157B
$1.67M 0.05%
2,711
-133
FHLC icon
174
Fidelity MSCI Health Care Index ETF
FHLC
$2.84B
$1.64M 0.05%
24,539
+3,188
SPHQ icon
175
Invesco S&P 500 Quality ETF
SPHQ
$15B
$1.62M 0.05%
22,066
+17,571
5 6
7
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