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
$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
126
$271K 0.05%
2,976
-1,035
127
$271K 0.05%
15,000
-3,500
128
$270K 0.05%
5,600
129
$268K 0.05%
2,827
+35
130
$255K 0.05%
2,242
-571
131
$249K 0.05%
3,969
-647
132
$248K 0.05%
5,448
-346
133
$240K 0.05%
1,891
134
$237K 0.05%
2,080
-1,070
135
$234K 0.05%
2,606
-103
136
$232K 0.05%
8,570
-8,663
137
$226K 0.04%
1,239
-2,595
138
$224K 0.04%
1,138
-88
139
$224K 0.04%
6,843
+81
140
$212K 0.04%
548
-112
141
$211K 0.04%
694
+24
142
$209K 0.04%
875
-7
143
$209K 0.04%
1,760
-1,390
144
$209K 0.04%
1,995
-382
145
$207K 0.04%
989
-31
146
$206K 0.04%
2,135
-1,654
147
$205K 0.04%
3,705
-944
148
$202K 0.04%
1,491
-1,875
149
$200K 0.04%
3,889
-3,891
150
$91K 0.02%
3,840
-3,384
4 5
6
7 8