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
$198M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.64M
3
+$379K
4
UNP icon
Union Pacific
UNP
+$269K
5
LMT icon
Lockheed Martin
LMT
+$268K

Top Sells

1
+$2.95M
2
+$2.8M
3
+$2.33M
4
NEM icon
Newmont
NEM
+$347K
5
FE icon
FirstEnergy
FE
+$257K

Sector Composition

1 Consumer Staples 12.6%
2 Healthcare 7.9%
3 Industrials 7.32%
4 Energy 6.4%
5 Technology 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$695K 0.35%
34,664
+364
52
$658K 0.33%
42,520
+493
53
$646K 0.33%
32,680
54
$598K 0.3%
47,123
55
$510K 0.26%
5,610
+600
56
$503K 0.25%
7,938
57
$501K 0.25%
13,255
58
$487K 0.25%
3,570
-280
59
$475K 0.24%
12,425
+1,900
60
$463K 0.23%
11,229
61
$457K 0.23%
12,035
-2,324
62
$434K 0.22%
13,100
+470
63
$431K 0.22%
2,750
64
$423K 0.21%
5,448
65
$393K 0.2%
17,528
+2,540
66
$379K 0.19%
+14,578
67
$375K 0.19%
19,100
68
$347K 0.18%
18,059
-121,229
69
$335K 0.17%
9,265
70
$317K 0.16%
3,019
71
$311K 0.16%
6,940
72
$304K 0.15%
11,575
+1,908
73
$297K 0.15%
3,353
74
$296K 0.15%
5,150
75
$274K 0.14%
2,952
-10
1 2
3
4