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
$274M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.37M
3
+$793K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$586K
5
MCD icon
McDonald's
MCD
+$102K

Top Sells

1
+$4.34M
2
+$2.97M
3
+$1.18M
4
HSP
HOSPIRA INC
HSP
+$984K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$947K

Sector Composition

1 Financials 15.15%
2 Consumer Staples 9.04%
3 Communication Services 8.43%
4 Technology 7.06%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.77%
35,767
-201
27
$2.04M 0.74%
37,516
-1,819
28
$1.99M 0.72%
23,209
+38
29
$1.92M 0.7%
16,660
30
$1.85M 0.67%
19,592
+65
31
$1.72M 0.63%
23,661
-2,235
32
$1.65M 0.6%
24,650
-1,940
33
$1.64M 0.6%
121,190
+950
34
$1.61M 0.59%
16,315
+1,040
35
$1.5M 0.55%
20,194
36
$1.45M 0.53%
32,750
-185
37
$1.27M 0.46%
48,403
-1,240
38
$1.2M 0.44%
24,799
-1,730
39
$1.17M 0.43%
75,000
40
$1.16M 0.42%
10,600
41
$1.09M 0.4%
30,200
-1,200
42
$978K 0.36%
16,048
43
$957K 0.35%
6,899
-21
44
$910K 0.33%
27,771
-2,818
45
$893K 0.33%
34,714
46
$830K 0.3%
7,150
-37,386
47
$828K 0.3%
9,748
48
$813K 0.3%
20,577
+245
49
$806K 0.29%
14,165
-50
50
$801K 0.29%
11,284
-10
1
2
3 4