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
$274M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.37M
3
+$793K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$586K
5
MCD icon
McDonald's
MCD
+$102K

Top Sells

1
+$4.34M
2
+$2.97M
3
+$1.18M
4
HSP
HOSPIRA INC
HSP
+$984K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$947K

Sector Composition

1 Financials 15.15%
2 Consumer Staples 9.04%
3 Communication Services 8.43%
4 Technology 7.06%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.1%
4,975
+420
77
$273K 0.1%
10,680
78
$267K 0.1%
4,340
79
$256K 0.09%
11,835
80
$250K 0.09%
6,099
+825
81
$239K 0.09%
2,975
82
$237K 0.09%
2,050
-300
83
$225K 0.08%
27,500
84
$218K 0.08%
7,886
-1,425
85
$218K 0.08%
2,852
86
$214K 0.08%
8,614
-3,900
87
$210K 0.08%
2,334
88
$203K 0.07%
7,110
89
$198K 0.07%
21,000
90
$198K 0.07%
13,969
91
$196K 0.07%
20,270
-155
92
$193K 0.07%
8,323
93
$189K 0.07%
14,000
94
– –
-31,039
95
– –
-1,330
96
– –
-11,095
1 2 3
4