SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
1-Year Return
13.16%
This Quarter Return
-0.12%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$304M
AUM Growth
-$9.72M
(-3.1%)
Cap. Flow
-$7.29M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
60.95%
Holding
102
New
4
Increased
25
Reduced
40
Closed
5
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$4.13M |
| 2 |
iShare MSCI Eurozone ETF
EZU
|
$3.24M |
| 3 |
DuPont de Nemours
DD
|
$939K |
| 4 |
Emerson Electric
EMR
|
$771K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$696K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.91M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$4.13M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$4.02M |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.05M |
| 5 |
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% |
