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
$285M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.76M
3
+$930K
4
IP icon
International Paper
IP
+$113K
5
CSCO icon
Cisco
CSCO
+$43.3K

Top Sells

1
+$3.25M
2
+$584K
3
+$283K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K
5
NKE icon
Nike
NKE
+$215K

Sector Composition

1 Financials 15.74%
2 Consumer Staples 10.19%
3 Communication Services 8.04%
4 Technology 6.46%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.12%
4,325
-34
77
$284K 0.1%
2,050
78
$284K 0.1%
7,938
79
$277K 0.1%
3,252
80
$274K 0.1%
2,975
81
$270K 0.09%
15,550
82
$261K 0.09%
27,500
83
$252K 0.09%
1,652
84
$232K 0.08%
5,755
85
$230K 0.08%
13,969
86
$229K 0.08%
2,072
-262
87
$228K 0.08%
7,008
88
$210K 0.07%
21,000
89
$185K 0.06%
8,323
90
– –
-94,440
91
– –
-3,493
92
– –
-14,000
1 2 3
4