SB

Simmons Bank Portfolio holdings

AUM $1.4B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$3.03M
3
+$2.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.29M
5
GSBC icon
Great Southern Bancorp
GSBC
+$2.26M

Top Sells

1
+$3.1M
2
+$2.02M
3
+$1.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.25M
5
AEE icon
Ameren
AEE
+$1.25M

Sector Composition

1 Technology 16.23%
2 Financials 12.06%
3 Consumer Discretionary 7.41%
4 Healthcare 5.13%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$516K 0.05%
3,599
-130
227
$510K 0.05%
8,712
+1,193
228
$502K 0.05%
3,719
-1,000
229
$502K 0.05%
6,450
+1,924
230
$498K 0.05%
3,594
-55
231
$497K 0.05%
3,863
-726
232
$493K 0.05%
15,970
-505
233
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5,656
+3,118
234
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12,491
+5,859
235
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7,411
+1,962
236
$471K 0.05%
13,029
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237
$469K 0.05%
+12,066
238
$465K 0.05%
26,445
-6,256
239
$464K 0.05%
4,081
-100
240
$454K 0.05%
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241
$450K 0.05%
7,168
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242
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13,937
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243
$448K 0.05%
2,562
244
$443K 0.05%
12,022
-238
245
$438K 0.05%
12,030
246
$432K 0.04%
17,480
-200
247
$418K 0.04%
+26,790
248
$413K 0.04%
+11,004
249
$404K 0.04%
+6,745
250
$395K 0.04%
3,219
-21
8 9
10
11 12