SB

Sunflower Bank Portfolio holdings

AUM $411M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$81.5M
2
+$26.3M
3
+$21.3M
4
ABBV icon
AbbVie
ABBV
+$12.8M
5
ABT icon
Abbott
ABT
+$12.8M

Top Sells

1
+$912K
2
+$486K
3
+$435K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$424K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$325K

Sector Composition

1 Consumer Staples 8.04%
2 Healthcare 7.09%
3 Technology 3.71%
4 Industrials 2.53%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 0.68%
+48,912
27
$3.83M 0.66%
+10,201
28
$3.76M 0.65%
+35,222
29
$3.65M 0.63%
+26,388
30
$3.62M 0.62%
+49,568
31
$3.49M 0.6%
40,848
+1,908
32
$3.48M 0.6%
11,085
+9,990
33
$3.34M 0.57%
+64,679
34
$3.21M 0.55%
20,393
+14,691
35
$2.62M 0.45%
19,132
+1,545
36
$2.15M 0.37%
27,541
+23,331
37
$2.09M 0.36%
116,056
+2,822
38
$1.99M 0.34%
54,107
+45,211
39
$1.78M 0.31%
10,920
+760
40
$1.74M 0.3%
+9,867
41
$1.71M 0.29%
13,469
+4,449
42
$1.68M 0.29%
+13,918
43
$1.68M 0.29%
37,487
+23,896
44
$1.63M 0.28%
23,490
45
$1.56M 0.27%
37,750
+25,803
46
$1.54M 0.26%
30,948
+21,086
47
$1.52M 0.26%
+9,725
48
$1.5M 0.26%
+29,530
49
$1.47M 0.25%
+11,306
50
$1.4M 0.24%
6,736
+5,167
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