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
$263M
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.77M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$255K
5
EMN icon
Eastman Chemical
EMN
+$250K

Top Sells

1
+$6.17M
2
+$3.58M
3
+$1.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Staples 11.01%
2 Healthcare 10.3%
3 Technology 6.49%
4 Financials 4.81%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.63%
22,756
27
$1.37M 0.52%
36,037
-3,700
28
$1.34M 0.51%
24,860
-500
29
$1.32M 0.5%
6,911
+125
30
$1.3M 0.5%
17,977
+2,230
31
$1.28M 0.49%
17,451
-235
32
$1.28M 0.49%
12,060
+763
33
$1.26M 0.48%
22,825
-875
34
$1.2M 0.46%
30,618
+5,365
35
$1.19M 0.45%
12,775
-500
36
$1.17M 0.44%
88,745
-129,575
37
$1.14M 0.43%
11,700
-400
38
$1.12M 0.43%
20,906
+4,740
39
$1.12M 0.42%
9,748
40
$1.04M 0.4%
27,513
-1,050
41
$971K 0.37%
13,483
42
$970K 0.37%
12,073
43
$965K 0.37%
17,315
-9,590
44
$959K 0.36%
43,578
-14,140
45
$907K 0.34%
23,445
-115
46
$903K 0.34%
11,170
-355
47
$869K 0.33%
27,300
-1,410
48
$858K 0.33%
7,492
49
$857K 0.33%
9,177
-285
50
$847K 0.32%
5,075
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