SB

Sunflower Bank Portfolio holdings

AUM $397M
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.89M
3 +$63.5K
4
APO icon
Apollo Global Management
APO
+$38.5K
5
SNPS icon
Synopsys
SNPS
+$7.3K

Top Sells

1 +$30.3M
2 +$11.2M
3 +$11.1M
4
ABT icon
Abbott
ABT
+$7.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.51M

Sector Composition

1 Consumer Staples 25.64%
2 Healthcare 4.63%
3 Technology 3.06%
4 Financials 2.15%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.02M 0.2%
27,383
-6,717
52
$1.02M 0.2%
1,988
-182
53
$1.01M 0.2%
23,752
-9,111
54
$863K 0.17%
13,895
-2,352
55
$855K 0.17%
6,733
-5,003
56
$786K 0.16%
4,719
-4,849
57
$786K 0.16%
8,180
-2,394
58
$769K 0.15%
5,550
-244
59
$751K 0.15%
11,808
-9,354
60
$750K 0.15%
3,809
-772
61
$736K 0.15%
10,530
-12,446
62
$734K 0.15%
2,179
-93
63
$702K 0.14%
6,440
-1,600
64
$665K 0.13%
2,961
-1,038
65
$642K 0.13%
6,159
-291
66
$642K 0.13%
2,856
-1,297
67
$637K 0.13%
4,395
-53
68
$634K 0.13%
3,019
-826
69
$627K 0.12%
1,934
-573
70
$622K 0.12%
6,594
-774
71
$614K 0.12%
4,244
-5,915
72
$604K 0.12%
2,155
-4,358
73
$587K 0.12%
2,139
-4,908
74
$580K 0.11%
7,489
-130
75
$572K 0.11%
3,195
-2,662