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
$246M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.94M
3
+$3.65M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.44M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.74M

Top Sells

1
+$3.19M
2
+$2.89M
3
+$1.12M
4
BMY icon
Bristol-Myers Squibb
BMY
+$490K
5
XOM icon
Exxon Mobil
XOM
+$415K

Sector Composition

1 Consumer Staples 10.53%
2 Technology 10.03%
3 Communication Services 8.75%
4 Healthcare 6.71%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.2M 23.67%
297,117
+2,546
2
$15.4M 6.27%
+179,597
3
$13.6M 5.52%
172,507
+760
4
$13.3M 5.41%
121,552
-2,506
5
$11M 4.47%
138,819
+125,455
6
$6.31M 2.57%
149,180
+4,800
7
$6M 2.44%
59,629
-4,125
8
$5.88M 2.39%
46,717
+954
9
$4.98M 2.03%
121,812
+700
10
$4.76M 1.94%
112,462
-280
11
$4.12M 1.68%
57,334
+38,228
12
$3.98M 1.62%
39,810
+36,457
13
$3.81M 1.55%
135,433
+29,312
14
$3.61M 1.47%
59,314
-47,551
15
$3.45M 1.4%
89,993
+9,411
16
$3.44M 1.4%
+69,368
17
$3.36M 1.37%
32,089
-735
18
$3.29M 1.34%
27,568
-932
19
$3.23M 1.31%
24,722
-3,088
20
$3.08M 1.25%
99,682
+3,358
21
$3.02M 1.23%
129,864
+95,200
22
$2.87M 1.17%
58,607
+1,235
23
$2.62M 1.07%
62,873
+5,254
24
$2.62M 1.06%
97,914
+3,515
25
$2.57M 1.05%
41,393
+1,362
1
2 3 4 5