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
$310M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.25M
3
+$3.85M
4
DOW icon
Dow Inc
DOW
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$206K

Top Sells

1
+$26.7M
2
+$4.9M
3
+$4.36M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.27M

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 9.06%
3 Technology 6.4%
4 Financials 4.88%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$921K 0.3%
20,325
+4,555
52
$921K 0.3%
62,930
-410
53
$882K 0.28%
22,770
+180
54
$874K 0.28%
2,400
-95
55
$856K 0.28%
6,425
56
$822K 0.27%
32,985
-3,315
57
$814K 0.26%
5,000
58
$808K 0.26%
6,425
-5
59
$806K 0.26%
21,885
-450
60
$805K 0.26%
17,010
-945
61
$793K 0.26%
20,595
-940
62
$793K 0.26%
10,098
63
$790K 0.25%
6,025
-100
64
$782K 0.25%
34,020
-85
65
$773K 0.25%
25,245
-115
66
$765K 0.25%
29,052
+165
67
$725K 0.23%
3,485
-245
68
$720K 0.23%
8,244
-135
69
$712K 0.23%
17,465
-875
70
$711K 0.23%
10,523
+65
71
$684K 0.22%
16,694
+153
72
$671K 0.22%
12,830
-329
73
$666K 0.21%
5,000
-30
74
$665K 0.21%
7,605
75
$661K 0.21%
5,914
1 2
3
4 5