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
$304M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.24M
3
+$939K
4
EMR icon
Emerson Electric
EMR
+$771K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$696K

Top Sells

1
+$6.91M
2
+$4.13M
3
+$4.02M
4
DD
Du Pont De Nemours E I
DD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$805K

Sector Composition

1 Financials 15.15%
2 Consumer Staples 8.91%
3 Communication Services 8.12%
4 Technology 7.45%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.13%
3,655
-462
77
$382K 0.13%
7,040
78
$376K 0.12%
26,589
79
$369K 0.12%
4,617
80
$369K 0.12%
15,550
81
$349K 0.11%
3,600
-74
82
$329K 0.11%
11,985
-300
83
$294K 0.1%
2,852
84
$274K 0.09%
7,364
85
$259K 0.09%
2,350
86
$258K 0.08%
8,323
87
$255K 0.08%
2,975
88
$251K 0.08%
8,910
-1,500
89
$231K 0.08%
27,500
90
$230K 0.08%
5,274
91
$225K 0.07%
2,255
92
$218K 0.07%
4,340
-1,000
93
$213K 0.07%
10,963
-4,798
94
$208K 0.07%
13,969
95
$203K 0.07%
21,000
96
$202K 0.07%
+1,330
97
$197K 0.06%
14,000
98
– –
-2,160
99
– –
-3,750
100
– –
-9,050
1 2 3
4
5