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
$294M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.9M
3
+$899K
4
CSCO icon
Cisco
CSCO
+$841K
5
IP icon
International Paper
IP
+$799K

Top Sells

1
+$3.83M
2
+$2.8M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.06M
5
GIS icon
General Mills
GIS
+$939K

Sector Composition

1 Financials 14.67%
2 Communication Services 8.78%
3 Consumer Staples 8.78%
4 Technology 7.44%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$805K 0.27%
11,294
+210
52
$799K 0.27%
+17,727
53
$790K 0.27%
9,460
-12,718
54
$753K 0.26%
14,215
-180
55
$738K 0.25%
13,483
56
$652K 0.22%
22,135
-31,494
57
$562K 0.19%
5,894
-600
58
$540K 0.18%
2,700
59
$525K 0.18%
12,650
-5,850
60
$474K 0.16%
3,420
-300
61
$471K 0.16%
7,938
62
$465K 0.16%
3,602
63
$460K 0.16%
4,103
64
$427K 0.15%
10,886
-1,445
65
$427K 0.15%
5,230
66
$426K 0.15%
10,565
67
$421K 0.14%
7,489
-1,100
68
$421K 0.14%
7,381
69
$412K 0.14%
10,935
-1,270
70
$405K 0.14%
4,767
+150
71
$398K 0.14%
5,298
+140
72
$380K 0.13%
20,425
-5,720
73
$374K 0.13%
12,514
-1,145
74
$357K 0.12%
9,311
-2,225
75
$349K 0.12%
3,600
1 2
3
4