SBWM

Sunflower Bank Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.64M
3
+$379K
4
UNP icon
Union Pacific
UNP
+$269K
5
LMT icon
Lockheed Martin
LMT
+$268K

Top Sells

1
+$2.95M
2
+$2.8M
3
+$2.33M
4
NEM icon
Newmont
NEM
+$347K
5
FE icon
FirstEnergy
FE
+$257K

Sector Composition

1 Consumer Staples 12.6%
2 Healthcare 7.9%
3 Industrials 7.32%
4 Energy 6.4%
5 Technology 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.75%
17,904
+43
27
$1.43M 0.72%
17,325
28
$1.41M 0.71%
33,740
+955
29
$1.4M 0.71%
7,815
30
$1.32M 0.67%
34,386
-230
31
$1.29M 0.65%
14,380
-248
32
$1.28M 0.65%
18,061
+465
33
$1.25M 0.63%
80,325
-452
34
$1.25M 0.63%
7
35
$1.22M 0.62%
17,350
-150
36
$1.2M 0.61%
10,233
37
$1.2M 0.61%
11,968
38
$1.06M 0.54%
9,748
-600
39
$1.03M 0.52%
10,649
+47
40
$1.03M 0.52%
16,366
-527
41
$968K 0.49%
34,556
+269
42
$967K 0.49%
10,667
+272
43
$858K 0.43%
32,715
-150
44
$848K 0.43%
14,500
+1,761
45
$831K 0.42%
9,894
+3,200
46
$796K 0.4%
15,610
-380
47
$710K 0.36%
13,483
48
$702K 0.35%
6,393
-1,100
49
$700K 0.35%
2,600
50
$696K 0.35%
17,492
1
2
3 4