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
$276M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$3.09M
3
+$905K
4
GILD icon
Gilead Sciences
GILD
+$776K
5
TGT icon
Target
TGT
+$714K

Top Sells

1
+$4.24M
2
+$3.47M
3
+$2.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.12M
5
GE icon
GE Aerospace
GE
+$2.1M

Sector Composition

1 Financials 18.99%
2 Consumer Staples 9.72%
3 Technology 6.14%
4 Healthcare 5.14%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-171,776
102
– –
-23,940
1 2 3 4
5