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
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.22M
3
+$1.78M
4
KMB icon
Kimberly-Clark
KMB
+$594K
5
AEP icon
American Electric Power
AEP
+$449K

Top Sells

1
+$2.78M
2
+$2.03M
3
+$1.84M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.6M
5
MET icon
MetLife
MET
+$764K

Sector Composition

1 Financials 18.16%
2 Consumer Staples 9.98%
3 Technology 7.61%
4 Healthcare 5.47%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.72%
19,310
27
$1.96M 0.7%
33,600
-170
28
$1.9M 0.68%
32,906
+1,098
29
$1.85M 0.66%
61,248
+440
30
$1.81M 0.65%
24,699
-100
31
$1.8M 0.64%
20,343
-520
32
$1.72M 0.61%
15,055
+5,205
33
$1.66M 0.59%
75,000
34
$1.6M 0.57%
61,154
-16,522
35
$1.6M 0.57%
13,125
-145
36
$1.43M 0.51%
19,294
37
$1.39M 0.5%
114,810
38
$1.34M 0.48%
21,255
+7,125
39
$1.32M 0.47%
15,263
-500
40
$1.1M 0.39%
17,731
-44,721
41
$1.1M 0.39%
31,424
+4,671
42
$1.08M 0.38%
19,335
43
$1.04M 0.37%
6,554
-21
44
$964K 0.34%
27,950
45
$947K 0.34%
27,822
-5,635
46
$906K 0.32%
30,115
+414
47
$873K 0.31%
11,343
-23,895
48
$865K 0.31%
11,745
-9,590
49
$841K 0.3%
16,734
-106
50
$832K 0.3%
36,120
1
2
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