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
$206M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$785K
3
+$689K
4
MSFT icon
Microsoft
MSFT
+$420K
5
GIS icon
General Mills
GIS
+$410K

Top Sells

1
+$476K
2
+$276K
3
+$229K
4
TGNA icon
TEGNA Inc
TGNA
+$207K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$140K

Sector Composition

1 Consumer Staples 12.13%
2 Healthcare 7.79%
3 Industrials 6.63%
4 Energy 6.05%
5 Technology 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.76%
23,328
+60
27
$1.49M 0.72%
17,884
-20
28
$1.41M 0.69%
37,776
+3,390
29
$1.4M 0.68%
14,305
-75
30
$1.39M 0.67%
7,548
-267
31
$1.38M 0.67%
80,325
32
$1.37M 0.66%
17,275
-50
33
$1.35M 0.66%
19,261
+1,200
34
$1.31M 0.64%
7
35
$1.29M 0.63%
19,106
+2,740
36
$1.26M 0.61%
11,968
37
$1.21M 0.59%
39,296
+4,740
38
$1.17M 0.57%
9,748
39
$1.16M 0.56%
10,233
40
$1.15M 0.56%
17,200
-150
41
$1.11M 0.54%
11,340
+691
42
$1.11M 0.54%
26,995
-6,745
43
$1.09M 0.53%
18,483
+2,873
44
$1.05M 0.51%
13,364
+9,950
45
$928K 0.45%
9,894
46
$880K 0.43%
14,500
47
$818K 0.4%
32,100
-615
48
$703K 0.34%
32,200
-480
49
$694K 0.34%
13,483
50
$688K 0.33%
17,492
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