SB

Sunflower Bank Portfolio holdings

AUM $411M
1-Year Est. Return 10.31%
This Quarter Est. Return
1 Year Est. Return
+10.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$2.1M
3 +$402K
4
VV icon
Vanguard Large-Cap ETF
VV
+$287K
5
TER icon
Teradyne
TER
+$264K

Top Sells

1 +$16.3M
2 +$723K
3 +$434K
4
MDLZ icon
Mondelez International
MDLZ
+$225K
5
WMB icon
Williams Companies
WMB
+$202K

Sector Composition

1 Technology 6.19%
2 Industrials 5.25%
3 Financials 3.53%
4 Healthcare 2.8%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ISRG icon
101
Intuitive Surgical
ISRG
$201B
$317K 0.08%
708
+87
KMI icon
102
Kinder Morgan
KMI
$60.7B
$312K 0.08%
11,030
-238
URI icon
103
United Rentals
URI
$51.2B
$307K 0.07%
322
+17
DIS icon
104
Walt Disney
DIS
$191B
$307K 0.07%
2,680
-105
MET icon
105
MetLife
MET
$50.3B
$301K 0.07%
3,658
+343
CTAS icon
106
Cintas
CTAS
$74.5B
$299K 0.07%
1,459
TMO icon
107
Thermo Fisher Scientific
TMO
$220B
$293K 0.07%
605
-42
PRU icon
108
Prudential Financial
PRU
$37.9B
$293K 0.07%
2,820
-153
GS icon
109
Goldman Sachs
GS
$243B
$288K 0.07%
362
ACGL icon
110
Arch Capital
ACGL
$33.8B
$285K 0.07%
3,146
+275
ACN icon
111
Accenture
ACN
$160B
$285K 0.07%
1,155
-351
GM icon
112
General Motors
GM
$68.1B
$284K 0.07%
4,659
+152
PAYX icon
113
Paychex
PAYX
$39.8B
$281K 0.07%
2,214
-91
VGIT icon
114
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$276K 0.07%
4,604
PLD icon
115
Prologis
PLD
$120B
$275K 0.07%
2,402
-295
CRWD icon
116
CrowdStrike
CRWD
$127B
$275K 0.07%
560
-15
MU icon
117
Micron Technology
MU
$271B
$273K 0.07%
1,634
PEP icon
118
PepsiCo
PEP
$204B
$271K 0.07%
1,927
-75
TER icon
119
Teradyne
TER
$28.1B
$264K 0.06%
+1,919
VMC icon
120
Vulcan Materials
VMC
$38.6B
$262K 0.06%
852
UBER icon
121
Uber
UBER
$180B
$259K 0.06%
2,641
SCHW icon
122
Charles Schwab
SCHW
$165B
$258K 0.06%
2,707
+95
SYK icon
123
Stryker
SYK
$142B
$257K 0.06%
696
TXN icon
124
Texas Instruments
TXN
$153B
$253K 0.06%
1,376
+85
CB icon
125
Chubb
CB
$116B
$252K 0.06%
892
+2