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
$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
126
$413K 0.07%
+5,287
127
$413K 0.07%
+3,066
128
$390K 0.07%
+3,435
129
$389K 0.07%
+17,760
130
$388K 0.07%
4,323
-147
131
$379K 0.07%
+38,015
132
$379K 0.07%
1,042
+88
133
$377K 0.06%
4,168
-340
134
$373K 0.06%
10,448
-2,878
135
$367K 0.06%
+13,014
136
$366K 0.06%
+12,415
137
$366K 0.06%
1,769
+254
138
$362K 0.06%
11,814
-65
139
$360K 0.06%
+8,617
140
$359K 0.06%
+6,456
141
$355K 0.06%
+3,808
142
$348K 0.06%
+4,334
143
$347K 0.06%
6,998
-991
144
$347K 0.06%
4,446
-1,775
145
$345K 0.06%
1,631
-14
146
$337K 0.06%
4,969
147
$333K 0.06%
+1,599
148
$327K 0.06%
+1,070
149
$324K 0.06%
+1,204
150
$303K 0.05%
+4,411
4 5
6
7 8