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
$263M
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.77M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$255K
5
EMN icon
Eastman Chemical
EMN
+$250K

Top Sells

1
+$6.17M
2
+$3.58M
3
+$1.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Staples 11.01%
2 Healthcare 10.3%
3 Technology 6.49%
4 Financials 4.81%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.17%
6,136
-165
77
$436K 0.17%
4,839
-300
78
$422K 0.16%
5,410
-5
79
$412K 0.16%
18,465
+365
80
$406K 0.15%
13,500
-1,000
81
$401K 0.15%
4,775
82
$396K 0.15%
13,750
83
$396K 0.15%
3,360
-3
84
$390K 0.15%
2,850
85
$387K 0.15%
2,650
86
$380K 0.14%
3,945
-345
87
$370K 0.14%
21,802
-7,170
88
$362K 0.14%
4,525
-310
89
$353K 0.13%
3,652
90
$337K 0.13%
4,142
91
$329K 0.13%
7,980
92
$323K 0.12%
15,555
-4,400
93
$322K 0.12%
2,320
-35
94
$320K 0.12%
10,196
+1,775
95
$310K 0.12%
10,320
-5,640
96
$301K 0.11%
2,295
97
$299K 0.11%
2,240
+120
98
$297K 0.11%
1,875
-25
99
$294K 0.11%
1,200
100
$289K 0.11%
15,550
2 3
4
5 6