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
$304M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.24M
3
+$939K
4
EMR icon
Emerson Electric
EMR
+$771K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$696K

Top Sells

1
+$6.91M
2
+$4.13M
3
+$4.02M
4
DD
Du Pont De Nemours E I
DD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$805K

Sector Composition

1 Financials 15.15%
2 Consumer Staples 8.91%
3 Communication Services 8.12%
4 Technology 7.45%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,000
102
– –
-185,406
1 2 3 4
5