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
$1.8B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$12.9M
3
+$7.53M
4
ELV icon
Elevance Health
ELV
+$1.99M
5
LLY icon
Eli Lilly
LLY
+$1.62M

Top Sells

1
+$11.5M
2
+$8.43M
3
+$5.44M
4
ACN icon
Accenture
ACN
+$4.75M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.21M

Sector Composition

1 Technology 18.32%
2 Financials 14.16%
3 Healthcare 12.22%
4 Consumer Discretionary 9.35%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.7M 5.16%
530,704
+413
2
$77.3M 4.3%
250,749
-340
3
$55.6M 3.09%
1,050,733
-18,214
4
$49.9M 2.78%
359,120
+3,580
5
$43.4M 2.41%
589,438
-354
6
$42.8M 2.38%
262,680
+46,200
7
$42.6M 2.37%
261,619
-4,502
8
$39.3M 2.19%
86,525
-5,046
9
$37.1M 2.07%
167,308
+4,345
10
$36M 2%
62,450
-9,450
11
$35.5M 1.98%
173,048
+4,054
12
$35.1M 1.96%
198,297
-1,101
13
$34.4M 1.92%
120,145
+5,668
14
$32.8M 1.83%
243,668
+3,628
15
$32.6M 1.82%
418,282
-2,914
16
$32.1M 1.79%
123,553
+509
17
$32.1M 1.79%
71,095
+417
18
$31.9M 1.77%
233,832
+661
19
$30.8M 1.71%
91,296
-14,097
20
$30.3M 1.69%
101,234
+1,204
21
$30.2M 1.68%
255,092
+2,462
22
$27.2M 1.51%
159,662
+1,406
23
$26.9M 1.5%
35,265
+146
24
$24.9M 1.38%
181,281
+3,819
25
$22.2M 1.24%
222,868
+6,615
1
2 3 4 5