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
$709M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$69.4M
2 +$6.56M
3 +$4.22M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$3.01M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.44M

Top Sells

1 +$3.32M
2 +$3.05M
3 +$2.47M
4
AME icon
Ametek
AME
+$1.86M
5
HUBB icon
Hubbell
HUBB
+$1.3M

Sector Composition

1 Consumer Staples 16.67%
2 Healthcare 6.05%
3 Technology 3.69%
4 Financials 2.25%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,740
202
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204
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205
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206
-22,607
207
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208
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209
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210
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211
-3,875
212
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213
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214
-7,093
215
-13,918
216
-2,532