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
$310M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.25M
3
+$3.85M
4
DOW icon
Dow Inc
DOW
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$206K

Top Sells

1
+$26.7M
2
+$4.9M
3
+$4.36M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.27M

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 9.06%
3 Technology 6.4%
4 Financials 4.88%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.69%
7,210
+540
27
$2.08M 0.67%
16,702
-670
28
$1.83M 0.59%
22,821
-1,043
29
$1.81M 0.58%
18,191
-180
30
$1.77M 0.57%
13,230
-815
31
$1.65M 0.53%
12,524
-5
32
$1.51M 0.49%
17,800
-1,135
33
$1.47M 0.48%
26,938
-2,105
34
$1.27M 0.41%
9,748
35
$1.26M 0.41%
26,373
-200
36
$1.23M 0.4%
14,183
37
$1.23M 0.4%
33,363
-600
38
$1.23M 0.4%
13,483
39
$1.18M 0.38%
7,617
+30
40
$1.15M 0.37%
12,100
41
$1.14M 0.37%
45,140
-2,152
42
$1.1M 0.36%
5,310
-300
43
$1.1M 0.36%
10,672
-305
44
$1.07M 0.35%
18,766
-2,113
45
$1.03M 0.33%
11,660
-585
46
$1.03M 0.33%
23,595
-730
47
$1M 0.32%
5,915
+400
48
$995K 0.32%
34,773
+60
49
$979K 0.32%
5,075
50
$922K 0.3%
11,814
-62,730
1
2
3 4 5