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
$327M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.7M
3
+$3.58M
4
BMY icon
Bristol-Myers Squibb
BMY
+$403K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$316K

Top Sells

1
+$3.9M
2
+$3.86M
3
+$3.77M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M

Sector Composition

1 Consumer Staples 10.48%
2 Healthcare 9.57%
3 Technology 6.84%
4 Financials 4.94%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$612K 0.19%
4,145
77
$594K 0.18%
13,972
+6,575
78
$590K 0.18%
18,100
+480
79
$578K 0.18%
22,385
-7,295
80
$567K 0.17%
9,000
-61,340
81
$566K 0.17%
13,750
-225
82
$558K 0.17%
4,290
83
$553K 0.17%
4,775
-345
84
$535K 0.16%
9,779
+2,189
85
$528K 0.16%
3,652
+813
86
$514K 0.16%
2,650
87
$514K 0.16%
9,713
-75
88
$504K 0.15%
2,295
89
$490K 0.15%
5,415
90
$486K 0.15%
2,850
91
$484K 0.15%
6,301
92
$478K 0.15%
3,735
-75
93
$477K 0.15%
10,944
-418
94
$463K 0.14%
8,421
+3,665
95
$457K 0.14%
4,835
-60
96
$433K 0.13%
18,969
+145
97
$420K 0.13%
14,500
98
$407K 0.12%
1,900
99
$400K 0.12%
6,750
-1
100
$392K 0.12%
3,363
-195
2 3
4
5 6