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
$310M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.25M
3
+$3.85M
4
DOW icon
Dow Inc
DOW
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$206K

Top Sells

1
+$26.7M
2
+$4.9M
3
+$4.36M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.27M

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 9.06%
3 Technology 6.4%
4 Financials 4.88%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$364K 0.12%
7,250
-95
102
$363K 0.12%
12,410
103
$361K 0.12%
3,128
104
$360K 0.12%
1,353
-450
105
$359K 0.12%
8,020
106
$354K 0.11%
6,751
-855
107
$350K 0.11%
7,115
+9
108
$347K 0.11%
2,487
109
$345K 0.11%
1,975
110
$344K 0.11%
8,170
111
$339K 0.11%
4,142
112
$308K 0.1%
+6,247
113
$300K 0.1%
2,705
-1,040
114
$285K 0.09%
7,938
115
$283K 0.09%
1,326
-964
116
$281K 0.09%
15,550
117
$276K 0.09%
4,239
-200
118
$275K 0.09%
17,433
119
$273K 0.09%
1,200
120
$259K 0.08%
4,410
-255
121
$257K 0.08%
7,000
122
$253K 0.08%
5,832
123
$245K 0.08%
1,600
124
$220K 0.07%
5,354
125
$211K 0.07%
3,850
2 3 4
5
6