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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
+323.36%
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
CVX icon
1
Chevron
CVX
$378B
$40.2M 4.46%
+339,677
New +$41.1M
XOM icon
2
ExxonMobil
XOM
$642B
$26.1M 2.9%
+288,723
New +$26M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$24.6M 2.73%
+153,102
New +$24.7M
T icon
4
AT&T
T
$167B
$24.5M 2.72%
+917,431
New +$25.5M
CELG
5
DELISTED
Celgene Corp
CELG
$24.5M 2.72%
+418,684
New +$25.2M
IBM icon
6
IBM
IBM
$204B
$24M 2.66%
+131,260
New +$25.6M
BLK icon
7
Blackrock
BLK
$165B
$23.5M 2.61%
+91,498
New +$24.5M
SJM icon
8
J.M. Smucker
SJM
$12.9B
$22.7M 2.52%
+220,185
New +$22.4M
MSFT icon
9
Microsoft
MSFT
$2.89T
$22.3M 2.47%
+644,395
New +$21.1M
V icon
10
Visa
V
$689B
$21.6M 2.4%
+473,600
New +$20.7M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.99T
$21.1M 2.34%
+961,189
New +$20.3M
PX
12
DELISTED
Praxair Inc
PX
$20.5M 2.28%
+178,177
New +$20.3M
NKE icon
13
Nike
NKE
$62.5B
$20.4M 2.26%
+639,768
New +$19.9M
AAPL icon
14
Apple
AAPL
$4.95T
$19.7M 2.19%
+1,390,900
New +$21.4M
D icon
15
Dominion Energy
D
$61.8B
$19.1M 2.12%
+335,637
New +$19.7M
VTR icon
16
Ventas
VTR
$48.7B
$18.6M 2.07%
+234,643
New +$20.2M
DLR icon
17
Digital Realty Trust
DLR
$72.4B
$16.5M 1.83%
+269,839
New +$17.6M
DE icon
18
Deere & Co
DE
$169B
$16.1M 1.79%
+198,769
New +$17.2M
TD icon
19
Toronto Dominion Bank
TD
$198B
$15.9M 1.76%
+395,432
New +$15.9M
NSC icon
20
Norfolk Southern
NSC
$77.1B
$15.6M 1.73%
+214,955
New +$16.4M
SDRL
21
DELISTED
Seadrill Limited Common Stock
SDRL
$15.6M 1.73%
+1,427
New +$14.8M
ORCL icon
22
Oracle
ORCL
$345B
$15.3M 1.7%
+498,715
New +$16.5M
ABBV icon
23
AbbVie
ABBV
$454B
$14.5M 1.6%
+349,595
New +$15.3M
TPR icon
24
Tapestry
TPR
$29.8B
$14.4M 1.6%
+251,976
New +$14.2M
QCOM icon
25
Qualcomm
QCOM
$179B
$14.3M 1.59%
+233,922
New +$14.9M
1
2 3 4 5

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EWA
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KIM
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YCM
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SC
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RPGK
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HCM
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BIG
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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.