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
$285M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.76M
3
+$930K
4
IP icon
International Paper
IP
+$113K
5
CSCO icon
Cisco
CSCO
+$43.3K

Top Sells

1
+$3.25M
2
+$584K
3
+$283K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K
5
NKE icon
Nike
NKE
+$215K

Sector Composition

1 Financials 15.74%
2 Consumer Staples 10.19%
3 Communication Services 8.04%
4 Technology 6.46%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.3M 19.74%
268,660
-2,786
2
$40.4M 14.16%
186
-1
3
$16.8M 5.89%
171,632
-1,316
4
$15.6M 5.48%
138,662
+8,259
5
$15.4M 5.39%
181,465
-100
6
$10.8M 3.79%
126,729
-636
7
$7.1M 2.49%
132,566
+25
8
$6.63M 2.32%
43,940
-103
9
$6.09M 2.14%
64,947
-115
10
$5.73M 2.01%
132,227
+758
11
$4.91M 1.72%
108,280
12
$4.77M 1.67%
121,220
+110
13
$4.59M 1.61%
37,877
+10
14
$4.39M 1.54%
131,593
-1,428
15
$3.61M 1.27%
65,475
-53
16
$3.49M 1.22%
44,706
-3,627
17
$3.43M 1.2%
32,740
-81
18
$2.98M 1.04%
91,232
-231
19
$2.92M 1.02%
52,233
+75
20
$2.83M 0.99%
34,369
+395
21
$2.72M 0.95%
51,761
+453
22
$2.7M 0.95%
82,425
-225
23
$2.68M 0.94%
112,220
+280
24
$2.58M 0.91%
35,100
-210
25
$2.41M 0.85%
47,139
-275
1
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