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
$397M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$43.2M
2 +$9.61M
3 +$1.22M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$554K
5
WM icon
Waste Management
WM
+$341K

Top Sells

1 +$27.2M
2 +$12M
3 +$10.3M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$9.35M
5
VV icon
Vanguard Large-Cap ETF
VV
+$7.53M

Sector Composition

1 Technology 6.26%
2 Industrials 5.67%
3 Financials 3.94%
4 Healthcare 3.45%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWD icon
126
CrowdStrike
CRWD
$115B
$263K 0.07%
561
+1
COP icon
127
ConocoPhillips
COP
$122B
$260K 0.07%
2,774
+614
FICO icon
128
Fair Isaac
FICO
$38.3B
$254K 0.06%
150
-17
VMC icon
129
Vulcan Materials
VMC
$39.9B
$250K 0.06%
875
+23
SYK icon
130
Stryker
SYK
$137B
$250K 0.06%
710
+14
ACN icon
131
Accenture
ACN
$178B
$246K 0.06%
917
-238
CMI icon
132
Cummins
CMI
$78B
$246K 0.06%
+481
URI icon
133
United Rentals
URI
$58.4B
$245K 0.06%
303
-19
SYF icon
134
Synchrony
SYF
$28B
$244K 0.06%
2,926
-25
TXN icon
135
Texas Instruments
TXN
$176B
$235K 0.06%
1,355
-21
CME icon
136
CME Group
CME
$99.2B
$232K 0.06%
+849
IXN icon
137
iShares Global Tech ETF
IXN
$6.77B
$226K 0.06%
2,157
PANW icon
138
Palo Alto Networks
PANW
$131B
$225K 0.06%
1,224
+46
VGSH icon
139
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$217K 0.05%
3,695
-436
NSC icon
140
Norfolk Southern
NSC
$64.3B
$215K 0.05%
744
+48
UBER icon
141
Uber
UBER
$175B
$214K 0.05%
2,624
-17
WMB icon
142
Williams Companies
WMB
$74.1B
$212K 0.05%
+3,535
HCA icon
143
HCA Healthcare
HCA
$109B
$209K 0.05%
+447
L icon
144
Loews
L
$21.4B
$209K 0.05%
+1,981
AEP icon
145
American Electric Power
AEP
$63.8B
$208K 0.05%
+1,806
JPST icon
146
JPMorgan Ultra-Short Income ETF
JPST
$35.9B
$208K 0.05%
4,115
ROST icon
147
Ross Stores
ROST
$62B
$208K 0.05%
+1,154
PAYX icon
148
Paychex
PAYX
$39.6B
$207K 0.05%
1,846
-368
MPWR icon
149
Monolithic Power Systems
MPWR
$48.4B
$207K 0.05%
228
VO icon
150
Vanguard Mid-Cap ETF
VO
$94.7B
$207K 0.05%
712