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
$280M
AUM Growth
-$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.54M
3
+$856K
4
MET icon
MetLife
MET
+$735K
5
PPL icon
PPL Corp
PPL
+$512K

Top Sells

1
+$3.92M
2
+$3.5M
3
+$2.13M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.49M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$823K

Sector Composition

1 Financials 15.87%
2 Consumer Staples 10.15%
3 Communication Services 8.18%
4 Technology 6.63%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.81%
40,258
-62,180
27
$2.26M 0.81%
35,310
-457
28
$2.2M 0.78%
16,461
-49
29
$2.11M 0.75%
20,601
-1,153
30
$2.03M 0.72%
32,393
-2,756
31
$2M 0.71%
19,492
32
$1.84M 0.66%
32,173
-462
33
$1.74M 0.62%
13,830
-1,065
34
$1.67M 0.6%
20,468
-1,653
35
$1.62M 0.58%
21,200
-1,345
36
$1.57M 0.56%
24,799
37
$1.55M 0.55%
114,810
-3,665
38
$1.52M 0.54%
53,523
+10,190
39
$1.36M 0.49%
10,145
-200
40
$1.29M 0.46%
33,798
+13,460
41
$1.24M 0.44%
20,194
42
$1.12M 0.4%
29,200
-1,000
43
$1.05M 0.37%
19,260
-5,495
44
$1.01M 0.36%
75,000
45
$954K 0.34%
6,586
-209
46
$938K 0.33%
14,130
47
$926K 0.33%
15,648
-180
48
$907K 0.32%
26,476
+130
49
$856K 0.31%
+27,662
50
$749K 0.27%
32,820
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