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
51
$1.66M 0.23%
10,080
-380
52
$1.57M 0.22%
10,521
53
$1.51M 0.21%
10,063
+1,640
54
$1.43M 0.2%
10,740
+360
55
$1.43M 0.2%
28,144
56
$1.27M 0.18%
12,500
-2,339
57
$1.27M 0.18%
13,350
+1,150
58
$1.26M 0.18%
6,429
-21
59
$1.24M 0.18%
7,338
-201
60
$1.2M 0.17%
4,443
-103
61
$1.13M 0.16%
5,877
-155
62
$1.13M 0.16%
6,949
-2,214
63
$1.01M 0.14%
6,023
-571
64
$1M 0.14%
7,520
-1,080
65
$995K 0.14%
3,646
+302
66
$965K 0.14%
16,576
+1,684
67
$942K 0.13%
7,080
-1,632
68
$929K 0.13%
2,738
-206
69
$910K 0.13%
3,776
-34
70
$908K 0.13%
4,076
+324
71
$907K 0.13%
14,201
72
$890K 0.13%
2,781
-245
73
$885K 0.12%
35,748
+3,744
74
$874K 0.12%
16,185
-1,497
75
$847K 0.12%
56,321
-6,029
1 2
3
4 5