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
$263M
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.77M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$255K
5
EMN icon
Eastman Chemical
EMN
+$250K

Top Sells

1
+$6.17M
2
+$3.58M
3
+$1.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Staples 11.01%
2 Healthcare 10.3%
3 Technology 6.49%
4 Financials 4.81%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$834K 0.32%
9,626
-1,095
52
$785K 0.3%
5,565
53
$740K 0.28%
23,645
-935
54
$725K 0.28%
9,938
-160
55
$708K 0.27%
5,000
56
$692K 0.26%
4,185
-235
57
$691K 0.26%
5,755
-170
58
$624K 0.24%
3,340
+100
59
$623K 0.24%
4,205
-300
60
$608K 0.23%
26,903
+2,695
61
$603K 0.23%
12,031
62
$585K 0.22%
7,530
-490
63
$576K 0.22%
16,365
-4,855
64
$563K 0.21%
4,400
-805
65
$527K 0.2%
33,080
+285
66
$520K 0.2%
3,485
+1,110
67
$520K 0.2%
7,445
68
$503K 0.19%
12,709
+160
69
$500K 0.19%
7,189
-970
70
$490K 0.19%
9,000
71
$473K 0.18%
4,150
-1,130
72
$470K 0.18%
4,050
-95
73
$469K 0.18%
9,713
74
$456K 0.17%
21,225
-1,160
75
$450K 0.17%
6,018
+2,400
1 2
3
4 5