SBWM

Sunflower Bank Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 13.16%
This Fund
S&P 500
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 +$4.06M
2 +$3.16M
3 +$917K
4
EMR icon
Emerson Electric
EMR
+$791K
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$696K

Top Sells

1 +$6.91M
2 +$4.2M
3 +$4.02M
4
DD
Du Pont De Nemours E I
DD
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$862K

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