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
$276M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$3.19M
3
+$914K
4
GILD icon
Gilead Sciences
GILD
+$823K
5
VLO icon
Valero Energy
VLO
+$769K

Top Sells

1
+$4.24M
2
+$3.53M
3
+$2.19M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.16M
5
INTC icon
Intel
INTC
+$2.02M

Sector Composition

1 Financials 18.99%
2 Consumer Staples 9.72%
3 Technology 6.14%
4 Healthcare 5.14%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.9M 26.03%
286,374
-14,070
2
$50.6M 18.29%
184
-1
3
$14.6M 5.3%
160,970
-14,000
4
$13.8M 4.99%
125,782
+4,533
5
$8.8M 3.18%
104,153
+1,075
6
$7.84M 2.84%
+86,989
7
$6.68M 2.42%
128,830
+790
8
$6.47M 2.34%
121,293
-2,800
9
$5.23M 1.89%
88,499
+1,865
10
$4.81M 1.74%
106,920
11
$4.74M 1.72%
58,022
+3,515
12
$4.5M 1.63%
54,899
-9,600
13
$4.37M 1.58%
113,472
+224
14
$4.15M 1.5%
58,471
+44,961
15
$3.56M 1.29%
48,038
-895
16
$3.1M 1.12%
26,713
-17,356
17
$2.88M 1.04%
64,395
-1,975
18
$2.7M 0.98%
20,767
-16,850
19
$2.69M 0.97%
22,906
-13,254
20
$2.49M 0.9%
73,538
-57,875
21
$2.08M 0.75%
32,717
+236
22
$2.07M 0.75%
14,830
-6,156
23
$1.96M 0.71%
20,914
+235
24
$1.82M 0.66%
61,713
-34,225
25
$1.72M 0.62%
51,118
-12,035
1
2 3 4 5