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
$206M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$785K
3
+$689K
4
MSFT icon
Microsoft
MSFT
+$420K
5
GIS icon
General Mills
GIS
+$410K

Top Sells

1
+$476K
2
+$276K
3
+$229K
4
TGNA icon
TEGNA Inc
TGNA
+$207K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$140K

Sector Composition

1 Consumer Staples 12.13%
2 Healthcare 7.79%
3 Industrials 6.63%
4 Energy 6.05%
5 Technology 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$664K 0.32%
34,664
52
$657K 0.32%
2,600
53
$624K 0.3%
12,042
+7,907
54
$590K 0.29%
40,098
-7,025
55
$578K 0.28%
5,847
-4,820
56
$577K 0.28%
5,143
-1,250
57
$558K 0.27%
5,610
58
$551K 0.27%
7,938
59
$515K 0.25%
12,887
-368
60
$508K 0.25%
12,425
61
$499K 0.24%
12,035
62
$486K 0.24%
11,229
63
$475K 0.23%
13,700
+600
64
$474K 0.23%
5,448
65
$436K 0.21%
3,470
-100
66
$433K 0.21%
19,100
67
$411K 0.2%
2,750
68
$407K 0.2%
28,174
-14,346
69
$402K 0.19%
9,765
+500
70
$392K 0.19%
17,528
71
$387K 0.19%
14,160
-418
72
$383K 0.19%
19,506
+1,447
73
$330K 0.16%
5,000
-150
74
$317K 0.15%
13,547
+4,137
75
$299K 0.15%
3,353
1 2
3
4