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
$294M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.9M
3
+$899K
4
CSCO icon
Cisco
CSCO
+$841K
5
IP icon
International Paper
IP
+$799K

Top Sells

1
+$3.83M
2
+$2.8M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.06M
5
GIS icon
General Mills
GIS
+$939K

Sector Composition

1 Financials 14.67%
2 Communication Services 8.78%
3 Consumer Staples 8.78%
4 Technology 7.44%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.9M 20.05%
286,057
-13,612
2
$38.5M 13.11%
188
-1
3
$20.1M 6.85%
176,259
-1,242
4
$15.5M 5.28%
142,623
-2,550
5
$14.3M 4.85%
182,231
+9,695
6
$7.85M 2.67%
125,384
-7,500
7
$7.48M 2.55%
180,777
+3,477
8
$7.4M 2.52%
116,585
+29,945
9
$6.02M 2.05%
47,316
-665
10
$5.92M 2.01%
120,530
11
$5.83M 1.98%
98,838
+54,320
12
$5.81M 1.98%
69,822
+6,775
13
$5.15M 1.75%
44,536
-1,858
14
$4.59M 1.56%
61,739
+2,040
15
$4.57M 1.55%
143,556
-3,499
16
$4.31M 1.47%
109,830
-282
17
$3.72M 1.27%
118,700
-5,460
18
$3.53M 1.2%
36,579
+4,610
19
$3.38M 1.15%
89,985
+5,900
20
$3.07M 1.05%
101,090
-1,710
21
$3.05M 1.04%
31,257
-200
22
$2.79M 0.95%
59,738
-2,501
23
$2.67M 0.91%
34,988
+1,671
24
$2.67M 0.91%
99,545
-5,701
25
$2.39M 0.81%
35,968
-2,591
1
2 3 4