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
$327M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.7M
3
+$3.58M
4
BMY icon
Bristol-Myers Squibb
BMY
+$403K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$316K

Top Sells

1
+$3.9M
2
+$3.86M
3
+$3.77M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M

Sector Composition

1 Consumer Staples 10.48%
2 Healthcare 9.57%
3 Technology 6.84%
4 Financials 4.94%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$386K 0.12%
1,353
102
$386K 0.12%
7,980
-100
103
$381K 0.12%
7,938
104
$376K 0.12%
9,714
-85,185
105
$361K 0.11%
13,233
-11,230
106
$360K 0.11%
2,894
107
$350K 0.11%
1,975
108
$346K 0.11%
4,142
109
$328K 0.1%
1,200
110
$327K 0.1%
15,550
111
$317K 0.1%
4,943
-1,187
112
$310K 0.09%
2,355
-350
113
$300K 0.09%
1,326
-104
114
$295K 0.09%
5,810
-6,865
115
$290K 0.09%
5,552
-280
116
$267K 0.08%
2,120
-1,650
117
$250K 0.08%
4,240
118
$246K 0.08%
1,600
119
$239K 0.07%
3,135
120
$235K 0.07%
3,618
-6,808
121
$226K 0.07%
+7,000
122
$218K 0.07%
3,745
123
$216K 0.07%
4,800
124
$215K 0.07%
6,979
-225
125
$211K 0.06%
+1,275
2 3 4
5
6