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
$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
1
$81.8M 14.05%
218,852
+218,102
2
$60.3M 10.36%
1,002,757
+58,739
3
$38.1M 6.54%
1,212,681
-15,474
4
$26.3M 4.52%
+222,749
5
$25.9M 4.45%
519,924
+58,863
6
$24.1M 4.14%
137,076
+11,340
7
$21.7M 3.73%
156,257
+153,375
8
$16.6M 2.85%
100,875
+1,079
9
$15.1M 2.6%
276,660
+23,182
10
$14.1M 2.42%
271,932
+20,329
11
$13.6M 2.34%
124,478
+116,760
12
$13.4M 2.31%
125,419
+119,563
13
$12M 2.06%
239,937
+4,146
14
$10.7M 1.84%
212,891
+9,215
15
$8.95M 1.54%
+98,663
16
$8.57M 1.47%
92,330
-4,686
17
$8.53M 1.46%
+154,553
18
$7.88M 1.35%
+127,106
19
$7.1M 1.22%
128,664
-16,527
20
$6.32M 1.09%
115,319
+108,154
21
$5.97M 1.03%
+30,448
22
$5.15M 0.88%
23,152
+11,638
23
$4.86M 0.83%
36,605
+18,913
24
$4.73M 0.81%
+11,274
25
$4.25M 0.73%
+46,280
1
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