SYBT
Stock Yards Bank & Trust Portfolio holdings
AUM
$2.99B
1-Year Return
17.78%
This Quarter Return
+20.13%
1 Year Return
+17.78%
3 Year Return
+70.19%
5 Year Return
+123.35%
10 Year Return
+288.1%
AUM
$1.13B
AUM Growth
+$192M
(+20%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
29.43%
Holding
237
New
22
Increased
79
Reduced
73
Closed
9
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$9.23M |
| 2 |
Adobe
ADBE
|
$9.11M |
| 3 |
Medtronic
MDT
|
$5.7M |
| 4 |
Chevron
CVX
|
$4.09M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.6M |
Top Sells
| 1 |
Vail Resorts
MTN
|
$5.81M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$4.57M |
| 3 |
Valero Energy
VLO
|
$4.3M |
| 4 |
American Tower
AMT
|
$4.04M |
| 5 |
Home Depot
HD
|
$3.77M |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 10.79% |
| 5 | Consumer Staples | 8.96% |
