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
$206M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$785K
3
+$689K
4
MSFT icon
Microsoft
MSFT
+$420K
5
GIS icon
General Mills
GIS
+$410K

Top Sells

1
+$476K
2
+$276K
3
+$229K
4
TGNA icon
TEGNA Inc
TGNA
+$207K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$140K

Sector Composition

1 Consumer Staples 12.13%
2 Healthcare 7.79%
3 Industrials 6.63%
4 Energy 6.05%
5 Technology 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$294K 0.14%
3,019
77
$292K 0.14%
6,940
78
$287K 0.14%
2,952
79
$280K 0.14%
1,715
-90
80
$278K 0.13%
+24,528
81
$275K 0.13%
5,531
-40
82
$257K 0.12%
8,323
83
$257K 0.12%
10,612
-963
84
$256K 0.12%
2,195
85
$246K 0.12%
2,780
86
$241K 0.12%
3,980
87
$237K 0.11%
6,972
-355
88
$237K 0.11%
5,519
89
$231K 0.11%
7,000
90
$229K 0.11%
+9,576
91
$223K 0.11%
27,500
92
$217K 0.11%
8,656
93
$210K 0.1%
+2,150
94
$209K 0.1%
3,075
95
$209K 0.1%
2,856
-85
96
$202K 0.1%
13,969
97
$189K 0.09%
21,000
98
$186K 0.09%
14,000
99
$153K 0.07%
12,100
100
– –
-5,612
1 2 3
4