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
$274M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.37M
3
+$793K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$586K
5
MCD icon
McDonald's
MCD
+$102K

Top Sells

1
+$4.34M
2
+$2.97M
3
+$1.18M
4
HSP
HOSPIRA INC
HSP
+$984K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$947K

Sector Composition

1 Financials 15.15%
2 Consumer Staples 9.04%
3 Communication Services 8.43%
4 Technology 7.06%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$773K 0.28%
9,235
-225
52
$767K 0.28%
16,003
-1,710
53
$705K 0.26%
13,483
54
$693K 0.25%
21,075
-1,060
55
$670K 0.24%
18,720
+993
56
$597K 0.22%
2,600
-100
57
$548K 0.2%
12,650
58
$531K 0.19%
6,014
+120
59
$477K 0.17%
7,938
60
$455K 0.17%
4,103
61
$434K 0.16%
3,320
-100
62
$429K 0.16%
10,150
-785
63
$427K 0.16%
3,602
64
$423K 0.15%
10,031
-855
65
$411K 0.15%
5,230
66
$384K 0.14%
7,489
67
$381K 0.14%
10,565
68
$351K 0.13%
7,040
69
$349K 0.13%
7,381
70
$336K 0.12%
3,400
-200
71
$310K 0.11%
4,734
-33
72
$310K 0.11%
15,550
73
$298K 0.11%
4,868
-430
74
$297K 0.11%
25,488
75
$297K 0.11%
2,710
1 2
3
4