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
$198M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.64M
3
+$379K
4
UNP icon
Union Pacific
UNP
+$269K
5
LMT icon
Lockheed Martin
LMT
+$268K

Top Sells

1
+$2.95M
2
+$2.8M
3
+$2.33M
4
NEM icon
Newmont
NEM
+$347K
5
FE icon
FirstEnergy
FE
+$257K

Sector Composition

1 Consumer Staples 12.6%
2 Healthcare 7.9%
3 Industrials 7.32%
4 Energy 6.4%
5 Technology 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.7M 27.16%
290,888
-15,989
2
$14M 7.07%
171,912
+220
3
$13.1M 6.62%
123,098
-1,695
4
$6.53M 3.3%
64,504
-2,376
5
$6.06M 3.06%
45,137
-1,042
6
$5.75M 2.9%
138,846
+68,453
7
$5.7M 2.88%
102,759
+3,290
8
$5.3M 2.68%
97,228
+48,330
9
$4.66M 2.35%
112,742
+2,400
10
$4.64M 2.35%
121,112
-59
11
$3.53M 1.78%
28,230
-860
12
$3.24M 1.64%
28,415
-24,565
13
$3.11M 1.57%
106,879
-116
14
$3.02M 1.52%
32,919
-532
15
$2.74M 1.39%
55,783
+2,403
16
$2.57M 1.3%
48,427
+20
17
$2.41M 1.22%
92,784
-5
18
$2.37M 1.2%
89,345
+1,284
19
$2.33M 1.18%
37,777
+905
20
$1.94M 0.98%
125,408
+7,000
21
$1.87M 0.94%
20,594
22
$1.77M 0.9%
47,365
23
$1.64M 0.83%
23,029
+797
24
$1.56M 0.79%
23,268
+155
25
$1.52M 0.77%
32,447
+285
1
2 3 4