SYBT
Stock Yards Bank & Trust Portfolio holdings
AUM
$2.99B
1-Year Return
17.78%
This Quarter Return
+2.81%
1 Year Return
+17.78%
3 Year Return
+70.19%
5 Year Return
+123.35%
10 Year Return
+288.1%
AUM
$1.1B
AUM Growth
+$26M
(+2.4%)
Cap. Flow
+$1.56M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
26%
Holding
236
New
6
Increased
57
Reduced
98
Closed
5
Top Buys
| 1 |
Medtronic
MDT
|
+$8.81M |
| 2 |
Sysco
SYY
|
+$1.55M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.28M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$1.1M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.08M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$6.02M |
| 2 |
Boeing
BA
|
+$957K |
| 3 |
CVS Health
CVS
|
+$931K |
| 4 |
Ulta Beauty
ULTA
|
+$755K |
| 5 |
Verisk Analytics
VRSK
|
+$589K |
Sector Composition
| 1 | Financials | 15.14% |
| 2 | Technology | 12.92% |
| 3 | Consumer Discretionary | 11.7% |
| 4 | Healthcare | 11.49% |
| 5 | Consumer Staples | 9.58% |
