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
LECO icon
201
Lincoln Electric
LECO
$13B
$1.19M 0.04%
5,052
-20
IJR icon
202
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$1.19M 0.04%
10,006
+56
RPM icon
203
RPM International
RPM
$13.7B
$1.18M 0.04%
9,996
-50
FMB icon
204
First Trust Managed Municipal ETF
FMB
$1.94B
$1.15M 0.04%
22,638
-7,336
CL icon
205
Colgate-Palmolive
CL
$64.4B
$1.13M 0.04%
14,162
+39
D icon
206
Dominion Energy
D
$51.9B
$1.11M 0.03%
18,186
-600
ELV icon
207
Elevance Health
ELV
$73.3B
$1.07M 0.03%
3,320
-616
EXR icon
208
Extra Space Storage
EXR
$28B
$1.07M 0.03%
7,604
-174
VWO icon
209
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$1.07M 0.03%
19,755
+370
DNP icon
210
DNP Select Income Fund
DNP
$3.77B
$1.06M 0.03%
105,716
AMD icon
211
Advanced Micro Devices
AMD
$358B
$1.02M 0.03%
6,299
+107
KMB icon
212
Kimberly-Clark
KMB
$36B
$1.01M 0.03%
8,148
-270
SYY icon
213
Sysco
SYY
$36.4B
$1.01M 0.03%
12,290
-375
IVW icon
214
iShares S&P 500 Growth ETF
IVW
$66.4B
$1.01M 0.03%
8,371
-475
WFC icon
215
Wells Fargo
WFC
$268B
$1M 0.03%
11,977
+557
VTR icon
216
Ventas
VTR
$37.8B
$987K 0.03%
14,101
+1,068
CP icon
217
Canadian Pacific Kansas City
CP
$65.2B
$974K 0.03%
13,070
ROP icon
218
Roper Technologies
ROP
$47.7B
$966K 0.03%
1,938
-92
O icon
219
Realty Income
O
$52.8B
$959K 0.03%
15,775
-6,000
FNDX icon
220
Schwab Fundamental US Large Company Index ETF
FNDX
$21.7B
$957K 0.03%
36,384
EL icon
221
Estee Lauder
EL
$34.1B
$956K 0.03%
10,850
TIP icon
222
iShares TIPS Bond ETF
TIP
$14.5B
$955K 0.03%
8,586
-322
TMO icon
223
Thermo Fisher Scientific
TMO
$220B
$939K 0.03%
1,936
-605
EEMV icon
224
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.79B
$938K 0.03%
14,700
IWV icon
225
iShares Russell 3000 ETF
IWV
$18.2B
$922K 0.03%
2,432
7 8
9
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