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
$327M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.7M
3
+$3.58M
4
BMY icon
Bristol-Myers Squibb
BMY
+$403K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$316K

Top Sells

1
+$3.9M
2
+$3.86M
3
+$3.77M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M

Sector Composition

1 Consumer Staples 10.48%
2 Healthcare 9.57%
3 Technology 6.84%
4 Financials 4.94%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$992K 0.3%
16,166
-1,888
52
$983K 0.3%
21,220
-2,620
53
$907K 0.28%
10,721
-5,549
54
$894K 0.27%
35,820
-3,140
55
$892K 0.27%
5,000
56
$875K 0.27%
28,972
-80
57
$873K 0.27%
4,420
-677
58
$860K 0.26%
10,098
-147
59
$818K 0.25%
32,795
+25
60
$812K 0.25%
24,208
+6,890
61
$810K 0.25%
5,925
-50
62
$779K 0.24%
5,280
+861
63
$774K 0.24%
2,375
-25
64
$760K 0.23%
8,020
+1,425
65
$759K 0.23%
8,159
-85
66
$730K 0.22%
19,955
-1,990
67
$720K 0.22%
18,555
-4,215
68
$716K 0.22%
5,139
-775
69
$716K 0.22%
5,205
-1,220
70
$708K 0.22%
3,240
-125
71
$703K 0.22%
15,960
-15
72
$698K 0.21%
12,549
-245
73
$690K 0.21%
7,445
-160
74
$663K 0.2%
12,031
75
$644K 0.2%
4,505
-445
1 2
3
4 5