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
$294M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.9M
3
+$899K
4
CSCO icon
Cisco
CSCO
+$841K
5
IP icon
International Paper
IP
+$799K

Top Sells

1
+$3.83M
2
+$2.8M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.06M
5
GIS icon
General Mills
GIS
+$939K

Sector Composition

1 Financials 14.67%
2 Communication Services 8.78%
3 Consumer Staples 8.78%
4 Technology 7.44%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.81%
23,171
-474
27
$2.22M 0.76%
50,260
+192
28
$1.95M 0.66%
25,896
-2,725
29
$1.92M 0.65%
39,335
-1,228
30
$1.85M 0.63%
16,660
-25
31
$1.83M 0.62%
32,935
+1,322
32
$1.82M 0.62%
19,527
-202
33
$1.8M 0.61%
120,240
+810
34
$1.61M 0.55%
26,529
-553
35
$1.57M 0.53%
20,194
-50
36
$1.54M 0.52%
26,590
-215
37
$1.45M 0.49%
15,275
-965
38
$1.36M 0.46%
49,643
+30,615
39
$1.28M 0.43%
75,000
-4,000
40
$1.21M 0.41%
30,589
-177
41
$1.18M 0.4%
31,039
+23,675
42
$1.17M 0.4%
34,714
-1,633
43
$1.14M 0.39%
31,400
-400
44
$1.12M 0.38%
10,600
-50
45
$1.09M 0.37%
17,713
-10,555
46
$1.09M 0.37%
16,048
-300
47
$1.08M 0.37%
6,920
-325
48
$1.06M 0.36%
9,748
49
$984K 0.34%
11,095
50
$825K 0.28%
20,332
-1,090
1
2
3 4