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
$280M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.22M
3
+$1.78M
4
KMB icon
Kimberly-Clark
KMB
+$594K
5
AEP icon
American Electric Power
AEP
+$449K

Top Sells

1
+$2.78M
2
+$2.03M
3
+$1.84M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.6M
5
MET icon
MetLife
MET
+$764K

Sector Composition

1 Financials 18.16%
2 Consumer Staples 9.98%
3 Technology 7.61%
4 Healthcare 5.47%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.11%
15,550
77
$312K 0.11%
4,530
-760
78
$306K 0.11%
2,975
79
$296K 0.11%
5,755
80
$275K 0.1%
4,445
-390
81
$247K 0.09%
+8,100
82
$246K 0.09%
2,050
83
$242K 0.09%
7,008
84
$231K 0.08%
27,500
85
$229K 0.08%
2,061
-11
86
$212K 0.08%
1,652
87
$206K 0.07%
+2,450
88
$181K 0.06%
21,000
89
– –
-8,323
90
– –
-21,356
91
– –
-82,863
92
– –
-4,022
1 2 3
4