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
126
$210K 0.06%
+5,855
127
$209K 0.06%
+1,021
128
$207K 0.06%
+1,523
129
$206K 0.06%
+2,999
130
$159K 0.05%
5,483
-130,040
131
$108K 0.03%
+1,500
132
– –
-6,600
133
– –
-1,406
134
– –
-12,410
135
– –
-6,686
136
– –
-3,405
137
– –
-2,000
138
– –
-17,433
2 3 4 5
6