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
$280M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.22M
3
+$1.78M
4
KMB icon
Kimberly-Clark
KMB
+$594K
5
AEP icon
American Electric Power
AEP
+$449K

Top Sells

1
+$2.78M
2
+$2.03M
3
+$1.84M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.6M
5
MET icon
MetLife
MET
+$764K

Sector Composition

1 Financials 18.16%
2 Consumer Staples 9.98%
3 Technology 7.61%
4 Healthcare 5.47%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.6M 24.13%
302,471
+14,423
2
$45.4M 16.2%
186
3
$14.7M 5.25%
175,130
-5,905
4
$14.1M 5.03%
130,559
-3,797
5
$10.1M 3.62%
120,143
-3,744
6
$8.47M 3.02%
129,921
-290
7
$6.59M 2.35%
43,557
-258
8
$6.44M 2.3%
93,646
-2,240
9
$5.88M 2.1%
65,097
-1,400
10
$4.63M 1.65%
120,444
11
$4.45M 1.59%
107,248
-200
12
$4.34M 1.55%
37,632
+85
13
$4.03M 1.44%
130,871
-675
14
$4M 1.43%
+46,102
15
$3.97M 1.42%
33,755
+915
16
$3.25M 1.16%
112,220
17
$3.02M 1.08%
93,880
+2,748
18
$2.96M 1.06%
81,720
-185
19
$2.86M 1.02%
53,651
+1,560
20
$2.86M 1.02%
59,119
+36,872
21
$2.64M 0.94%
42,547
-240
22
$2.41M 0.86%
32,042
-90
23
$2.37M 0.85%
20,572
-200
24
$2.16M 0.77%
16,145
-100
25
$2.16M 0.77%
31,976
-295
1
2 3 4