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SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $3.21B
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
+0.87%
1 Year Est. Return
+22.76%
3 Year Est. Return
+70.18%
5 Year Est. Return
+91.44%
10 Year Est. Return
+323.38%
AUM
$901M
AUM Growth
–
Cap. Flow
+$915M
Cap. Flow %
101.62%
Top 10 Hldgs %
28.19%
Holding
211
New
211
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CVX icon
Chevron
CVX
+$41.1M
2
XOM icon
ExxonMobil
XOM
+$26M
3
IBM icon
IBM
IBM
+$25.6M
4
T icon
AT&T
T
+$25.5M
5
CELG
Celgene Corp
CELG
+$25.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 12.28%
2 Technology 11.33%
3 Energy 11%
4 Consumer Staples 10.87%
5 Financials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DEO icon
176
Diageo
DEO
$53.6B
$286K 0.03%
+2,487
New +$301K
DVY icon
177
iShares Select Dividend ETF
DVY
$23.6B
$286K 0.03%
+4,464
New +$289K
EMC
178
DELISTED
EMC CORPORATION
EMC
$284K 0.03%
+12,041
New +$284K
ALB icon
179
Albemarle
ALB
$15.5B
$281K 0.03%
+4,516
New +$284K
WPC icon
180
W.P. Carey
WPC
$16.4B
$277K 0.03%
+4,278
New +$291K
TROW icon
181
T. Rowe Price
TROW
$24.3B
$269K 0.03%
+3,675
New +$274K
ZBH icon
182
Zimmer Biomet
ZBH
$18.4B
$268K 0.03%
+3,692
New +$276K
IEV icon
183
iShares Europe ETF
IEV
$1.7B
$263K 0.03%
+6,785
New +$278K
WEC icon
184
WEC Energy
WEC
$35.1B
$254K 0.03%
+6,200
New +$263K
ELV icon
185
Elevance Health
ELV
$85.5B
$249K 0.03%
+3,045
New +$228K
ETR icon
186
Entergy
ETR
$50B
$249K 0.03%
+7,138
New +$246K
EXPD icon
187
Expeditors International
EXPD
$23.2B
$247K 0.03%
+6,496
New +$243K
MON
188
DELISTED
Monsanto Co
MON
$244K 0.03%
+2,470
New +$259K
WM icon
189
Waste Management
WM
$91B
$235K 0.03%
+5,835
New +$236K
HSP
190
DELISTED
HOSPIRA INC
HSP
$235K 0.03%
+6,130
New +$207K
BAX icon
191
Baxter International
BAX
$14.2B
$233K 0.03%
+6,197
New +$237K
ETP
192
DELISTED
Energy Transfer Partners L.p.
ETP
$229K 0.03%
+4,525
New +$223K
GPC icon
193
Genuine Parts
GPC
$18.7B
$220K 0.02%
+2,819
New +$219K
CMCSA icon
194
Comcast
CMCSA
$90B
$218K 0.02%
+10,460
New +$216K
LQD icon
195
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$213K 0.02%
+1,876
New +$223K
WKC icon
196
World Kinect Corp
WKC
$1.86B
$211K 0.02%
+5,281
New +$210K
EBAY icon
197
eBay
EBAY
$49.8B
$210K 0.02%
+9,620
New +$218K
ED icon
198
Consolidated Edison
ED
$39.9B
$209K 0.02%
+3,582
New +$215K
MLKN icon
199
MillerKnoll
MLKN
$1.67B
$208K 0.02%
+7,700
New +$203K
VMC icon
200
Vulcan Materials
VMC
$36.9B
$208K 0.02%
+4,300
New +$221K
5 6 7
8
9

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KIM
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YCM
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SC
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HCM
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BIG
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DCM
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FAM
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Stock Yards Bank & Trust's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Stock Yards Bank & Trust, which disclosed 211 positions worth $901M. Its ten largest holdings account for 28% of the portfolio.

Its largest position is Chevron: 339,677 shares worth $40.2M.

By sector, the portfolio is most concentrated in Healthcare at 12% of assets, followed by Technology and Energy.

  • Stock Yards Bank & Trust's largest Q2 2013 buy was Chevron: 339,677 shares worth $40.2M.
  • Stock Yards Bank & Trust's ten largest holdings make up 28% of its $901M portfolio in Q2 2013.
  • Stock Yards Bank & Trust disclosed 211 positions in Q2 2013, its first 13F filing on record.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2013, filed 5 Aug 2013.