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
$285M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.76M
3
+$930K
4
IP icon
International Paper
IP
+$113K
5
CSCO icon
Cisco
CSCO
+$43.3K

Top Sells

1
+$3.25M
2
+$584K
3
+$283K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K
5
NKE icon
Nike
NKE
+$215K

Sector Composition

1 Financials 15.74%
2 Consumer Staples 10.19%
3 Communication Services 8.04%
4 Technology 6.46%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.81%
39,688
-570
27
$2.23M 0.78%
32,333
-60
28
$2.07M 0.73%
19,562
+70
29
$2.06M 0.72%
20,559
-42
30
$2.06M 0.72%
16,145
-316
31
$1.89M 0.66%
+20,387
32
$1.78M 0.62%
31,883
-290
33
$1.76M 0.62%
+71,899
34
$1.74M 0.61%
20,388
-80
35
$1.71M 0.6%
21,265
+65
36
$1.66M 0.58%
13,805
-25
37
$1.61M 0.56%
24,799
38
$1.58M 0.55%
55,033
+1,510
39
$1.44M 0.51%
114,810
40
$1.38M 0.49%
10,060
-85
41
$1.27M 0.45%
33,693
-105
42
$1.23M 0.43%
20,194
43
$1.03M 0.36%
27,900
-1,300
44
$1.01M 0.36%
19,430
+170
45
$995K 0.35%
75,000
46
$990K 0.35%
14,130
47
$979K 0.34%
15,763
+115
48
$955K 0.34%
6,586
49
$887K 0.31%
25,806
-670
50
$820K 0.29%
27,537
-125
1
2
3 4