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
ISRG icon
151
Intuitive Surgical
ISRG
$199B
$1.97M 0.07%
3,619
+532
DLTR icon
152
Dollar Tree
DLTR
$21.6B
$1.93M 0.06%
19,523
+20
CMI icon
153
Cummins
CMI
$65.3B
$1.93M 0.06%
5,893
+439
COF icon
154
Capital One
COF
$138B
$1.92M 0.06%
9,019
+7,359
SO icon
155
Southern Company
SO
$101B
$1.89M 0.06%
20,632
-528
EFG icon
156
iShares MSCI EAFE Growth ETF
EFG
$11.3B
$1.88M 0.06%
16,770
-1,170
USB icon
157
US Bancorp
USB
$73.6B
$1.88M 0.06%
41,473
-4,445
ORLY icon
158
O'Reilly Automotive
ORLY
$82.1B
$1.83M 0.06%
20,295
-1,125
DVY icon
159
iShares Select Dividend ETF
DVY
$20.6B
$1.78M 0.06%
13,432
+2,430
SCZ icon
160
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$1.74M 0.06%
23,946
-1,575
CINF icon
161
Cincinnati Financial
CINF
$25.7B
$1.72M 0.06%
11,527
-630
CCI icon
162
Crown Castle
CCI
$39B
$1.69M 0.06%
16,447
-1,704
IDXX icon
163
Idexx Laboratories
IDXX
$56.6B
$1.68M 0.06%
3,135
-64
TGT icon
164
Target
TGT
$41.5B
$1.67M 0.06%
16,962
-2,913
MUB icon
165
iShares National Muni Bond ETF
MUB
$40.2B
$1.64M 0.05%
15,663
-3,780
MKC icon
166
McCormick & Company Non-Voting
MKC
$17.5B
$1.62M 0.05%
21,404
-592
PPG icon
167
PPG Industries
PPG
$21.6B
$1.62M 0.05%
14,236
-494
IAU icon
168
iShares Gold Trust
IAU
$60.9B
$1.59M 0.05%
25,530
-82
TSM icon
169
TSMC
TSM
$1.49T
$1.59M 0.05%
7,025
+545
EPD icon
170
Enterprise Products Partners
EPD
$67.6B
$1.55M 0.05%
49,864
-1,825
MPC icon
171
Marathon Petroleum
MPC
$58.2B
$1.54M 0.05%
9,242
-1,224
ELV icon
172
Elevance Health
ELV
$70.6B
$1.53M 0.05%
3,936
-814
GEV icon
173
GE Vernova
GEV
$156B
$1.5M 0.05%
2,844
+163
FMB icon
174
First Trust Managed Municipal ETF
FMB
$1.92B
$1.49M 0.05%
29,974
-1,057
CSX icon
175
CSX Corp
CSX
$65.8B
$1.49M 0.05%
45,558
+400
5 6
7
8 9