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
$908M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$1.75M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$943K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$637K

Top Sells

1
+$6.28M
2
+$3.34M
3
+$2.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M
5
PFE icon
Pfizer
PFE
+$1.29M

Sector Composition

1 Financials 16.93%
2 Technology 12.52%
3 Consumer Discretionary 11.89%
4 Healthcare 10.25%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.9M 3.84%
913,800
+7,544
2
$30.4M 3.35%
657,836
-8,412
3
$26.6M 2.93%
270,051
-2,764
4
$25.9M 2.85%
95,519
-4,843
5
$23.5M 2.59%
185,812
+9,456
6
$21.4M 2.36%
161,710
-25,225
7
$20.7M 2.28%
106,111
-2,262
8
$20.6M 2.27%
242,780
-280
9
$20.2M 2.22%
193,410
-3,882
10
$19.5M 2.15%
345,840
-2,100
11
$19.4M 2.14%
395,676
-1,480
12
$19.3M 2.12%
38,600
-517
13
$18.9M 2.08%
236,684
-5,552
14
$18.7M 2.06%
154,198
+935
15
$18.6M 2.05%
55,430
-715
16
$17M 1.87%
248,693
-2,749
17
$15.2M 1.67%
92,853
-1,797
18
$14.7M 1.62%
136,936
-2,255
19
$14M 1.54%
229,001
-3,519
20
$13.6M 1.5%
94,279
-430
21
$13.6M 1.49%
265,310
-41,507
22
$13.6M 1.49%
184,279
-1,582
23
$12.7M 1.4%
56,069
-526
24
$12.7M 1.4%
239,432
-2,304
25
$12.7M 1.39%
77,276
+2,384
1
2 3 4 5