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
$709M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$6.56M
3
+$4.22M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$3.01M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.44M

Top Sells

1
+$3.32M
2
+$3.05M
3
+$2.47M
4
AME icon
Ametek
AME
+$1.86M
5
HUBB icon
Hubbell
HUBB
+$1.3M

Sector Composition

1 Consumer Staples 16.67%
2 Healthcare 6.05%
3 Technology 3.69%
4 Financials 2.25%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 0.53%
43,751
-2,207
27
$3.68M 0.52%
72,556
-14,737
28
$3.6M 0.51%
32,950
-3,888
29
$3.59M 0.51%
22,202
+2,044
30
$3.39M 0.48%
111,292
+98,789
31
$3.32M 0.47%
7,701
-2,500
32
$3.3M 0.47%
42,331
-3,869
33
$2.85M 0.4%
36,345
-1,064
34
$2.78M 0.39%
49,110
-1,896
35
$2.76M 0.39%
17,641
-1,491
36
$2.61M 0.37%
51,787
-6,142
37
$2.58M 0.36%
15,625
-857
38
$2.48M 0.35%
7,539
+2,939
39
$2.33M 0.33%
46,655
40
$2.33M 0.33%
26,762
+7,627
41
$2.29M 0.32%
6,395
-3,195
42
$2.28M 0.32%
19,280
43
$2.23M 0.32%
9,773
-77
44
$2.17M 0.31%
112,282
-3,774
45
$2.1M 0.3%
12,798
-600
46
$2.05M 0.29%
34,801
-147
47
$2.01M 0.28%
46,664
-4,112
48
$1.94M 0.27%
25,871
+687
49
$1.91M 0.27%
35,152
-119
50
$1.76M 0.25%
33,114
+2,120
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