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
51
$1.35M 0.23%
7,449
+4,371
52
$1.3M 0.22%
15,458
+11,619
53
$1.3M 0.22%
8,531
+5,966
54
$1.28M 0.22%
22,607
55
$1.27M 0.22%
4,779
+2,955
56
$1.22M 0.21%
8,240
+5,526
57
$1.22M 0.21%
18,798
+10,992
58
$1.14M 0.2%
9,503
+6,796
59
$1.14M 0.2%
+29,370
60
$1.14M 0.2%
+74,835
61
$1.12M 0.19%
+17,930
62
$1.12M 0.19%
6,134
+4,550
63
$1.11M 0.19%
+10,450
64
$1.11M 0.19%
18,829
+11,246
65
$1.09M 0.19%
50,430
+19,414
66
$1.03M 0.18%
10,399
-2,148
67
$1.01M 0.17%
+12,225
68
$941K 0.16%
10,740
+740
69
$939K 0.16%
4,768
+1,447
70
$905K 0.16%
16,807
+12,154
71
$887K 0.15%
+15,170
72
$877K 0.15%
4,088
+3,080
73
$851K 0.15%
13,729
+8,619
74
$848K 0.15%
3,570
+2,600
75
$829K 0.14%
+4,920
1 2
3
4 5