SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $2.99B
1-Year Est. Return 17.78%
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.34M
3
+$6.16M
4
SLB icon
SLB Limited
SLB
+$1.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.05M

Top Sells

1
+$5.94M
2
+$5.32M
3
+$4.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$903K
5
GE icon
GE Aerospace
GE
+$861K

Sector Composition

1 Financials 16.29%
2 Healthcare 12.57%
3 Consumer Staples 10.74%
4 Energy 9.86%
5 Technology 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 3.08%
178,410
-612
2
$17.1M 2.48%
91,326
-4,830
3
$16M 2.33%
164,029
-1,224
4
$15.8M 2.3%
825,272
+42,140
5
$15.2M 2.21%
721,676
-23,503
6
$15M 2.17%
47,561
+92
7
$14.6M 2.12%
526,165
+4,738
8
$14.2M 2.06%
262,884
+4,000
9
$13.7M 1.98%
515,726
-14,659
10
$13.4M 1.95%
364,092
+19,924
11
$12.9M 1.87%
98,421
+1,691
12
$12.7M 1.85%
179,115
-1,720
13
$11.8M 1.71%
321,272
+13,648
14
$11.7M 1.7%
120,458
+1,929
15
$11.5M 1.66%
118,034
+991
16
$11.4M 1.66%
163,496
+48
17
$11.3M 1.64%
115,951
+11,056
18
$11.3M 1.64%
139,838
-1,868
19
$11.2M 1.62%
113,808
+6,100
20
$11.1M 1.61%
486,988
+3,978
21
$11M 1.6%
505,040
+14,346
22
$11M 1.59%
139,151
+7,390
23
$10.2M 1.48%
216,668
+1,702
24
$10.1M 1.47%
235,911
+13,978
25
$9.93M 1.44%
109,347
+1,142
1
2 3 4 5