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
$263M
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.77M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$255K
5
EMN icon
Eastman Chemical
EMN
+$250K

Top Sells

1
+$6.17M
2
+$3.58M
3
+$1.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Staples 11.01%
2 Healthcare 10.3%
3 Technology 6.49%
4 Financials 4.81%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.4M 25.22%
257,523
-6,432
2
$21.4M 8.11%
185,145
+52,364
3
$17.2M 6.55%
156,625
-195
4
$12.6M 4.77%
200,760
-2,445
5
$10.9M 4.13%
40
6
$9.79M 3.72%
128,441
-240
7
$9.41M 3.58%
119,278
-260
8
$8.14M 3.09%
155,410
-4,060
9
$6.46M 2.45%
95,472
+1,600
10
$4.78M 1.82%
108,085
11
$3.88M 1.47%
61,036
-25,560
12
$3.77M 1.43%
+34,115
13
$3.65M 1.39%
41,195
+1,195
14
$3.34M 1.27%
81,725
+1,485
15
$3.13M 1.19%
11,917
+63
16
$3.13M 1.19%
25,325
+21,590
17
$2.88M 1.1%
51,398
-246
18
$2.83M 1.08%
52,951
+1,898
19
$2.39M 0.91%
70,030
+2,618
20
$2.25M 0.86%
17,172
21
$2.19M 0.83%
45,045
-126,720
22
$1.94M 0.74%
24,225
-1,219
23
$1.91M 0.72%
7,385
24
$1.81M 0.69%
58,338
+7,130
25
$1.8M 0.68%
11,410
-520
1
2 3 4 5