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
$294M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.9M
3
+$899K
4
CSCO icon
Cisco
CSCO
+$841K
5
IP icon
International Paper
IP
+$799K

Top Sells

1
+$3.83M
2
+$2.8M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.06M
5
GIS icon
General Mills
GIS
+$939K

Sector Composition

1 Financials 14.67%
2 Communication Services 8.78%
3 Consumer Staples 8.78%
4 Technology 7.44%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.12%
25,488
-1,101
77
$326K 0.11%
7,040
78
$314K 0.11%
15,550
79
$280K 0.1%
11,835
-150
80
$259K 0.09%
2,710
-945
81
$254K 0.09%
4,555
-16,842
82
$249K 0.08%
2,852
83
$244K 0.08%
2,350
84
$239K 0.08%
2,975
85
$234K 0.08%
4,340
86
$232K 0.08%
+10,680
87
$229K 0.08%
5,274
88
$227K 0.08%
2,334
+79
89
$223K 0.08%
8,323
90
$217K 0.07%
27,500
91
$214K 0.07%
7,110
-1,800
92
$206K 0.07%
1,330
93
$196K 0.07%
13,969
94
$187K 0.06%
21,000
95
$187K 0.06%
14,000
96
– –
-86,225
97
– –
-5,198
98
– –
-10,963
99
– –
-39,660
1 2 3
4