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
$304M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.24M
3
+$939K
4
EMR icon
Emerson Electric
EMR
+$771K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$696K

Top Sells

1
+$6.91M
2
+$4.13M
3
+$4.02M
4
DD
Du Pont De Nemours E I
DD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$805K

Sector Composition

1 Financials 15.15%
2 Consumer Staples 8.91%
3 Communication Services 8.12%
4 Technology 7.45%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.82%
38,559
-873
27
$2.29M 0.75%
23,645
+9,703
28
$2.23M 0.73%
28,621
-1,210
29
$2.04M 0.67%
50,068
-19,798
30
$2.03M 0.67%
40,563
-1,165
31
$1.93M 0.64%
39,660
+4,541
32
$1.93M 0.63%
119,430
-3,500
33
$1.9M 0.62%
16,685
-125
34
$1.89M 0.62%
19,729
-70
35
$1.84M 0.6%
27,082
-15,493
36
$1.79M 0.59%
31,613
+13,613
37
$1.76M 0.58%
28,268
+1,336
38
$1.68M 0.55%
53,629
+3,484
39
$1.64M 0.54%
26,805
-42
40
$1.61M 0.53%
22,178
-1,075
41
$1.58M 0.52%
16,240
+14
42
$1.58M 0.52%
20,244
-100
43
$1.23M 0.41%
30,766
+4,215
44
$1.22M 0.4%
31,800
-400
45
$1.22M 0.4%
79,000
46
$1.21M 0.4%
21,397
+296
47
$1.18M 0.39%
36,347
+838
48
$1.14M 0.37%
10,650
-245
49
$1.11M 0.37%
7,245
-162
50
$1.07M 0.35%
9,748
1
2
3 4 5