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

Top Buys

1 +$7.84M
2 +$3.19M
3 +$914K
4
GILD icon
Gilead Sciences
GILD
+$823K
5
VLO icon
Valero Energy
VLO
+$769K

Top Sells

1 +$4.24M
2 +$3.53M
3 +$2.19M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.16M
5
INTC icon
Intel
INTC
+$2.02M

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