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
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.22M
3
+$1.78M
4
KMB icon
Kimberly-Clark
KMB
+$594K
5
AEP icon
American Electric Power
AEP
+$449K

Top Sells

1
+$2.78M
2
+$2.03M
3
+$1.84M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.6M
5
MET icon
MetLife
MET
+$764K

Sector Composition

1 Financials 18.16%
2 Consumer Staples 9.98%
3 Technology 7.61%
4 Healthcare 5.47%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$705K 0.25%
22,007
-1,588
52
$684K 0.24%
14,092
+805
53
$655K 0.23%
13,483
54
$624K 0.22%
6,014
55
$555K 0.2%
3,722
-24
56
$497K 0.18%
9,923
-230
57
$487K 0.17%
6,875
58
$475K 0.17%
3,050
59
$473K 0.17%
4,540
-1,600
60
$465K 0.17%
4,103
61
$457K 0.16%
3,895
-451
62
$438K 0.16%
8,357
-720
63
$433K 0.15%
7,864
-700
64
$408K 0.15%
7,938
65
$401K 0.14%
4,325
66
$400K 0.14%
10,680
67
$399K 0.14%
10,365
68
$391K 0.14%
8,920
-675
69
$390K 0.14%
3,400
70
$378K 0.13%
5,145
-2,260
71
$378K 0.13%
5,230
72
$359K 0.13%
2,530
73
$351K 0.13%
3,252
74
$346K 0.12%
7,209
-15,911
75
$333K 0.12%
6,129
-500
1 2
3
4