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
126
$209K 0.07%
3,135
127
$207K 0.07%
6,600
-150
128
$206K 0.07%
+3,745
129
$203K 0.07%
+4,800
130
$200K 0.06%
+2,999
131
$170K 0.05%
6,305
132
$41K 0.01%
2,000
133
– –
-84,269
134
– –
-7,595
135
– –
-2,740
2 3 4 5
6