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
$263M
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.77M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$255K
5
EMN icon
Eastman Chemical
EMN
+$250K

Top Sells

1
+$6.17M
2
+$3.58M
3
+$1.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Staples 11.01%
2 Healthcare 10.3%
3 Technology 6.49%
4 Financials 4.81%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.11%
1,310
-43
102
$277K 0.11%
1,600
103
$264K 0.1%
1,975
104
$263K 0.1%
7,000
105
$250K 0.1%
+5,355
106
$250K 0.1%
7,938
107
$248K 0.09%
2,894
108
$242K 0.09%
1,326
109
$242K 0.09%
15,628
+2,395
110
$241K 0.09%
9,020
-9,535
111
$233K 0.09%
6,750
112
$225K 0.09%
11,024
-7,945
113
$224K 0.09%
7,607
-3,337
114
$181K 0.07%
10,499
-3,473
115
$165K 0.06%
5,483
116
$116K 0.04%
2,000
+500
117
– –
-5,810
118
– –
-1,021
119
– –
-4,800
120
– –
-4,943
121
– –
-1,523
122
– –
-9,779
123
– –
-3,135
124
– –
-5,552
125
– –
-2,999
2 3 4
5
6