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
$206M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$785K
3
+$689K
4
MSFT icon
Microsoft
MSFT
+$420K
5
GIS icon
General Mills
GIS
+$410K

Top Sells

1
+$476K
2
+$276K
3
+$229K
4
TGNA icon
TEGNA Inc
TGNA
+$207K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$140K

Sector Composition

1 Consumer Staples 12.13%
2 Healthcare 7.79%
3 Industrials 6.63%
4 Energy 6.05%
5 Technology 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.1M 26.71%
294,571
+3,683
2
$13.8M 6.71%
171,747
-165
3
$13.4M 6.49%
124,058
+960
4
$6.25M 3.03%
106,865
+4,106
5
$6.23M 3.02%
63,754
-750
6
$6.1M 2.96%
144,380
+5,534
7
$5.68M 2.75%
45,763
+626
8
$5.36M 2.6%
97,274
+46
9
$4.66M 2.26%
121,112
10
$4.36M 2.11%
112,742
11
$3.33M 1.62%
28,500
+85
12
$3.31M 1.6%
27,810
-420
13
$3.23M 1.57%
106,121
-758
14
$3.22M 1.56%
32,824
-95
15
$2.93M 1.42%
80,582
+73,419
16
$2.73M 1.32%
57,372
+1,589
17
$2.55M 1.24%
40,031
+2,254
18
$2.54M 1.23%
48,822
+395
19
$2.5M 1.21%
94,399
+5,054
20
$2.49M 1.21%
96,324
+3,540
21
$2.36M 1.14%
57,619
+10,254
22
$1.96M 0.95%
125,408
23
$1.89M 0.91%
25,709
+2,680
24
$1.85M 0.9%
20,494
-100
25
$1.75M 0.85%
34,647
+2,200
1
2 3 4