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
IJR icon
201
iShares Core S&P Small-Cap ETF
IJR
$85.4B
$1.09M 0.04%
9,950
-1,174
KMB icon
202
Kimberly-Clark
KMB
$34.1B
$1.09M 0.04%
8,418
-1,432
D icon
203
Dominion Energy
D
$52.2B
$1.06M 0.04%
18,786
-806
LECO icon
204
Lincoln Electric
LECO
$12.5B
$1.05M 0.04%
5,072
-218
CP icon
205
Canadian Pacific Kansas City
CP
$64.6B
$1.04M 0.03%
13,070
DNP icon
206
DNP Select Income Fund
DNP
$3.78B
$1.03M 0.03%
105,716
+5,805
TMO icon
207
Thermo Fisher Scientific
TMO
$216B
$1.03M 0.03%
2,541
-428
FAST icon
208
Fastenal
FAST
$47B
$1.02M 0.03%
24,402
+682
INTC icon
209
Intel
INTC
$183B
$998K 0.03%
44,563
+2,169
TXN icon
210
Texas Instruments
TXN
$144B
$988K 0.03%
4,758
-6
TIP icon
211
iShares TIPS Bond ETF
TIP
$13.8B
$980K 0.03%
8,908
-38
IVW icon
212
iShares S&P 500 Growth ETF
IVW
$67.4B
$974K 0.03%
8,846
-75
WSO icon
213
Watsco Inc
WSO
$14.1B
$973K 0.03%
2,202
-10
SYY icon
214
Sysco
SYY
$35.6B
$959K 0.03%
12,665
-84
VWO icon
215
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$959K 0.03%
19,385
-15,434
CIVI icon
216
Civitas Resources
CIVI
$2.3B
$939K 0.03%
34,129
+2,526
EEMV icon
217
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.77B
$923K 0.03%
14,700
WFC icon
218
Wells Fargo
WFC
$269B
$915K 0.03%
11,420
-752
FNDX icon
219
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
$893K 0.03%
36,384
+6,546
AMD icon
220
Advanced Micro Devices
AMD
$399B
$879K 0.03%
6,192
-1,077
EL icon
221
Estee Lauder
EL
$32.4B
$877K 0.03%
10,850
-7
HSY icon
222
Hershey
HSY
$33.7B
$867K 0.03%
5,227
-695
ECL icon
223
Ecolab
ECL
$72.7B
$860K 0.03%
3,193
+400
NOW icon
224
ServiceNow
NOW
$178B
$855K 0.03%
832
+336
IWV icon
225
iShares Russell 3000 ETF
IWV
$17.3B
$854K 0.03%
2,432
7 8
9
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