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
$304M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.24M
3
+$939K
4
EMR icon
Emerson Electric
EMR
+$771K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$696K

Top Sells

1
+$6.91M
2
+$4.13M
3
+$4.02M
4
DD
Du Pont De Nemours E I
DD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$805K

Sector Composition

1 Financials 15.15%
2 Consumer Staples 8.91%
3 Communication Services 8.12%
4 Technology 7.45%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$990K 0.33%
16,348
-1,360
52
$975K 0.32%
11,095
53
$931K 0.31%
21,422
+15,975
54
$879K 0.29%
11,084
-5,265
55
$822K 0.27%
18,500
56
$809K 0.27%
14,395
-105
57
$708K 0.23%
13,483
58
$703K 0.23%
6,494
-1,600
59
$567K 0.19%
2,700
60
$558K 0.18%
3,720
+200
61
$546K 0.18%
7,938
62
$523K 0.17%
19,028
-1,500
63
$517K 0.17%
+12,331
64
$515K 0.17%
12,205
+380
65
$496K 0.16%
3,602
66
$495K 0.16%
26,145
+6,053
67
$485K 0.16%
+11,536
68
$485K 0.16%
5,198
69
$467K 0.15%
8,589
-860
70
$466K 0.15%
4,103
71
$456K 0.15%
10,565
72
$450K 0.15%
13,659
+130
73
$441K 0.15%
7,381
+335
74
$429K 0.14%
5,230
75
$400K 0.13%
5,158
-400
1 2
3
4 5