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
$280M
AUM Growth
-$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.54M
3
+$856K
4
MET icon
MetLife
MET
+$735K
5
PPL icon
PPL Corp
PPL
+$512K

Top Sells

1
+$3.92M
2
+$3.5M
3
+$2.13M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.49M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$823K

Sector Composition

1 Financials 15.87%
2 Consumer Staples 10.15%
3 Communication Services 8.18%
4 Technology 6.63%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$735K 0.26%
+18,778
52
$674K 0.24%
13,483
53
$620K 0.22%
24,415
-2,484
54
$585K 0.21%
4,925
-2,025
55
$554K 0.2%
14,253
+396
56
$553K 0.2%
7,675
-1,450
57
$527K 0.19%
3,782
-209
58
$479K 0.17%
6,014
59
$471K 0.17%
4,103
60
$455K 0.16%
9,078
-485
61
$452K 0.16%
9,596
-245
62
$430K 0.15%
5,230
63
$424K 0.15%
10,528
-1,130
64
$424K 0.15%
10,365
65
$421K 0.15%
3,320
66
$406K 0.14%
6,875
-165
67
$388K 0.14%
8,024
+535
68
$380K 0.14%
5,612
-57,952
69
$359K 0.13%
3,400
70
$334K 0.12%
4,359
-375
71
$329K 0.12%
11,100
+420
72
$321K 0.11%
5,060
+125
73
$321K 0.11%
6,629
-780
74
$321K 0.11%
2,620
-90
75
$311K 0.11%
5,025
-24,103
1 2
3
4