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
$327M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.7M
3
+$3.58M
4
BMY icon
Bristol-Myers Squibb
BMY
+$403K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$316K

Top Sells

1
+$3.9M
2
+$3.86M
3
+$3.77M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M

Sector Composition

1 Consumer Staples 10.48%
2 Healthcare 9.57%
3 Technology 6.84%
4 Financials 4.94%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.58%
51,208
-2,969
27
$1.9M 0.58%
15,747
-62
28
$1.88M 0.58%
11,930
-585
29
$1.87M 0.57%
17,686
-245
30
$1.73M 0.53%
26,905
+6,280
31
$1.7M 0.52%
57,718
+9,062
32
$1.7M 0.52%
13,275
-908
33
$1.53M 0.47%
23,700
-60,365
34
$1.52M 0.46%
25,360
-1,013
35
$1.45M 0.44%
11,297
-1,227
36
$1.44M 0.44%
6,786
-64
37
$1.44M 0.44%
9,748
38
$1.34M 0.41%
13,483
39
$1.24M 0.38%
7,492
-11
40
$1.21M 0.37%
25,253
-485
41
$1.18M 0.36%
23,560
+5,670
42
$1.15M 0.35%
24,580
+55
43
$1.13M 0.35%
28,563
-5,481
44
$1.12M 0.34%
12,100
45
$1.11M 0.34%
9,462
-555
46
$1.11M 0.34%
12,073
+284
47
$1.08M 0.33%
28,710
-1,240
48
$1.05M 0.32%
11,525
-325
49
$1.04M 0.32%
5,075
50
$1.01M 0.31%
5,565
1
2
3 4 5