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
$304M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.24M
3
+$939K
4
EMR icon
Emerson Electric
EMR
+$771K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$696K

Top Sells

1
+$6.91M
2
+$4.13M
3
+$4.02M
4
DD
Du Pont De Nemours E I
DD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$805K

Sector Composition

1 Financials 15.15%
2 Consumer Staples 8.91%
3 Communication Services 8.12%
4 Technology 7.45%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.9M 20.34%
299,669
-33,474
2
$41.1M 13.52%
189
-19
3
$18.6M 6.12%
177,501
-1,315
4
$16.2M 5.32%
145,173
+2,255
5
$14.1M 4.65%
172,536
-461
6
$9.21M 3.03%
132,884
-4,085
7
$7.34M 2.41%
177,300
-2,828
8
$5.7M 1.88%
47,981
-419
9
$5.65M 1.86%
46,394
-40
10
$5.58M 1.84%
120,530
11
$5.56M 1.83%
86,640
+64,422
12
$5.36M 1.76%
63,047
+526
13
$4.85M 1.6%
147,055
+47
14
$4.46M 1.47%
110,112
-1,200
15
$4.33M 1.42%
59,699
-726
16
$3.86M 1.27%
124,160
-3,700
17
$3.83M 1.26%
86,225
+480
18
$3.36M 1.1%
31,969
+900
19
$3.24M 1.07%
+84,085
20
$3.21M 1.06%
102,800
-4,870
21
$3.17M 1.04%
31,457
-60
22
$3.03M 1%
62,239
+365
23
$2.63M 0.86%
44,518
+5,410
24
$2.6M 0.85%
105,246
+941
25
$2.51M 0.83%
33,317
+9,235
1
2 3 4 5