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
$310M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.25M
3
+$3.85M
4
DOW icon
Dow Inc
DOW
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$206K

Top Sells

1
+$26.7M
2
+$4.9M
3
+$4.36M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.27M

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 9.06%
3 Technology 6.4%
4 Financials 4.88%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$648K 0.21%
12,031
-2,501
77
$644K 0.21%
3,450
78
$599K 0.19%
5,555
+70
79
$565K 0.18%
4,145
80
$558K 0.18%
9,788
81
$557K 0.18%
3,839
82
$549K 0.18%
6,595
-10
83
$543K 0.18%
13,975
84
$540K 0.17%
11,605
+3,730
85
$529K 0.17%
23,334
-145,819
86
$528K 0.17%
2,650
87
$502K 0.16%
16,343
-35
88
$500K 0.16%
4,290
89
$485K 0.16%
6,464
-3,973
90
$481K 0.16%
3,870
-45
91
$475K 0.15%
5,415
-860
92
$473K 0.15%
6,301
-665
93
$471K 0.15%
2,850
94
$431K 0.14%
4,895
-990
95
$423K 0.14%
7,306
-20
96
$399K 0.13%
2,295
97
$394K 0.13%
3,194
98
$391K 0.13%
18,000
-1,000
99
$391K 0.13%
4,220
-265
100
$382K 0.12%
1,900
2 3
4
5 6