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
$285M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.76M
3
+$930K
4
IP icon
International Paper
IP
+$113K
5
CSCO icon
Cisco
CSCO
+$43.3K

Top Sells

1
+$3.25M
2
+$584K
3
+$283K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K
5
NKE icon
Nike
NKE
+$215K

Sector Composition

1 Financials 15.74%
2 Consumer Staples 10.19%
3 Communication Services 8.04%
4 Technology 6.46%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.28%
32,820
52
$730K 0.26%
24,415
53
$687K 0.24%
19,367
+589
54
$685K 0.24%
17,078
+2,825
55
$623K 0.22%
13,483
56
$604K 0.21%
4,925
57
$591K 0.21%
7,510
-165
58
$554K 0.19%
3,782
59
$525K 0.18%
6,014
60
$486K 0.17%
9,078
61
$479K 0.17%
4,103
62
$456K 0.16%
6,875
63
$455K 0.16%
10,443
-85
64
$447K 0.16%
9,596
65
$424K 0.15%
10,365
66
$420K 0.15%
5,857
+245
67
$396K 0.14%
3,050
-270
68
$385K 0.14%
8,144
+120
69
$382K 0.13%
10,680
-420
70
$371K 0.13%
5,320
+90
71
$366K 0.13%
3,400
72
$366K 0.13%
6,629
73
$356K 0.12%
2,620
74
$351K 0.12%
4,920
-140
75
$347K 0.12%
5,090
+65
1 2
3
4