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
$198M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.64M
3
+$379K
4
UNP icon
Union Pacific
UNP
+$269K
5
LMT icon
Lockheed Martin
LMT
+$268K

Top Sells

1
+$2.95M
2
+$2.8M
3
+$2.33M
4
NEM icon
Newmont
NEM
+$347K
5
FE icon
FirstEnergy
FE
+$257K

Sector Composition

1 Consumer Staples 12.6%
2 Healthcare 7.9%
3 Industrials 7.32%
4 Energy 6.4%
5 Technology 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.14%
+1,805
77
$264K 0.13%
7,000
78
$256K 0.13%
7,163
+360
79
$253K 0.13%
2,195
-300
80
$253K 0.13%
+3,414
81
$253K 0.13%
+5,571
82
$252K 0.13%
3,980
83
$242K 0.12%
7,327
-7,785
84
$242K 0.12%
2,780
85
$229K 0.12%
5,612
86
$224K 0.11%
+8,656
87
$223K 0.11%
5,519
88
$218K 0.11%
+3,075
89
$217K 0.11%
9,410
-15,045
90
$213K 0.11%
8,323
91
$209K 0.11%
27,500
92
$209K 0.11%
2,941
-125
93
$206K 0.1%
+4,135
94
$189K 0.1%
13,969
95
$178K 0.09%
21,000
96
$172K 0.09%
14,000
97
$152K 0.08%
12,100
98
– –
-8,755
99
– –
-9,905
100
– –
-5,049
1 2 3
4