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
$701M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$7.28M
2 +$5.33M
3 +$4.77M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$1.58M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.04M

Top Sells

1 +$10.6M
2 +$7.46M
3 +$7.23M
4
GWW icon
W.W. Grainger
GWW
+$4.81M
5
PII icon
Polaris
PII
+$3.49M

Sector Composition

1 Healthcare 15.88%
2 Financials 15.82%
3 Consumer Staples 12.98%
4 Technology 10.49%
5 Consumer Discretionary 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$21.2M 3.02%
777,560
+13,948
2
$19.4M 2.77%
94,556
-35,187
3
$19.4M 2.77%
755,844
+61,629
4
$17.1M 2.44%
179,640
+9,485
5
$16M 2.28%
194,465
+6,614
6
$15.8M 2.26%
46,442
+1,993
7
$15.4M 2.2%
568,898
+2,366
8
$15.2M 2.17%
514,904
+5,924
9
$15M 2.14%
195,798
+412
10
$14.9M 2.12%
241,622
+12,915
11
$14.4M 2.05%
265,944
+12,468
12
$14.3M 2.05%
376,020
+3,120
13
$13.2M 1.88%
101,376
-11,510
14
$12.8M 1.83%
214,696
+3,512
15
$12.8M 1.82%
152,672
+8,427
16
$12.5M 1.78%
395,366
+11,694
17
$12.1M 1.72%
120,665
+3,168
18
$11.8M 1.68%
171,193
-26,157
19
$11.6M 1.65%
86,873
+1,834
20
$11.3M 1.61%
191,139
+633
21
$11.2M 1.6%
293,540
+5,729
22
$11M 1.57%
110,805
+4,180
23
$10.2M 1.45%
67,217
+1,692
24
$9.91M 1.41%
157,367
+3,019
25
$9.87M 1.41%
86,194
-1,007