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
$185M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$15.2M
3
+$13.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.63M
5
XOM icon
Exxon Mobil
XOM
+$6.06M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.66%
2 Healthcare 7.29%
3 Energy 6.42%
4 Industrials 5.79%
5 Technology 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51M 27.62%
+318,026
2
$15.2M 8.25%
+142,149
3
$13.2M 7.16%
+171,717
4
$8.63M 4.67%
+75,929
5
$6.06M 3.28%
+67,116
6
$4.9M 2.65%
+44,098
7
$4.37M 2.37%
+108,932
8
$4.31M 2.33%
+90,447
9
$4.22M 2.29%
+121,149
10
$3.53M 1.91%
+61,573
11
$3.49M 1.89%
+29,523
12
$2.71M 1.47%
+31,541
13
$2.71M 1.47%
+101,951
14
$2.48M 1.34%
+49,276
15
$2.35M 1.27%
+62,434
16
$2.31M 1.25%
+51,252
17
$2.2M 1.19%
+82,199
18
$2.02M 1.09%
+45,226
19
$1.91M 1.04%
+79,021
20
$1.83M 0.99%
+118,408
21
$1.74M 0.94%
+56,738
22
$1.64M 0.89%
+47,365
23
$1.61M 0.87%
+32,283
24
$1.54M 0.83%
+20,594
25
$1.49M 0.8%
+8,139
1
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