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
$274M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.37M
3
+$793K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$586K
5
MCD icon
McDonald's
MCD
+$102K

Top Sells

1
+$4.34M
2
+$2.97M
3
+$1.18M
4
HSP
HOSPIRA INC
HSP
+$984K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$947K

Sector Composition

1 Financials 15.15%
2 Consumer Staples 9.04%
3 Communication Services 8.43%
4 Technology 7.06%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.5M 19.88%
284,607
-1,450
2
$37.3M 13.59%
191
+3
3
$18M 6.56%
176,114
-145
4
$14.7M 5.35%
133,983
-8,640
5
$13.1M 4.77%
182,051
-180
6
$10.4M 3.77%
+121,790
7
$6.62M 2.41%
123,134
-2,250
8
$6.34M 2.31%
110,625
-5,960
9
$5.62M 2.05%
46,477
-839
10
$5.33M 1.94%
99,998
+1,160
11
$5.18M 1.89%
69,727
-95
12
$4.85M 1.77%
120,530
13
$4.4M 1.6%
109,630
-200
14
$4.18M 1.53%
140,452
-3,104
15
$4.17M 1.52%
62,968
+1,229
16
$4.17M 1.52%
105,528
-75,249
17
$3.97M 1.45%
53,437
+18,449
18
$3.71M 1.35%
39,752
+8,495
19
$3.23M 1.18%
117,100
-1,600
20
$3.03M 1.1%
88,164
-1,821
21
$2.96M 1.08%
98,130
-2,960
22
$2.68M 0.98%
33,949
-2,630
23
$2.47M 0.9%
100,317
+772
24
$2.45M 0.89%
56,303
-3,435
25
$2.13M 0.78%
48,102
-2,158
1
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