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
$894M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$2.09M
3
+$2.02M
4
SLB icon
SLB Limited
SLB
+$1.62M
5
PSX icon
Phillips 66
PSX
+$968K

Top Sells

1
+$21.7M
2
+$2.23M
3
+$2.19M
4
CME icon
CME Group
CME
+$1.62M
5
BAC icon
Bank of America
BAC
+$1.43M

Sector Composition

1 Financials 14.39%
2 Consumer Discretionary 9.98%
3 Technology 7.31%
4 Healthcare 7.02%
5 Consumer Staples 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$521K 0.06%
6,464
227
$519K 0.06%
27,280
+2,200
228
$518K 0.06%
14,601
+60
229
$518K 0.06%
6,172
-103
230
$511K 0.06%
5,950
-56
231
$510K 0.06%
12,942
+20
232
$509K 0.06%
15,000
233
$508K 0.06%
9,687
-957
234
$504K 0.06%
5,438
+2,930
235
$500K 0.06%
13,146
-1,150
236
$499K 0.06%
10,334
-1,115
237
$495K 0.06%
15,903
+48
238
$493K 0.06%
7,651
+1,376
239
$493K 0.06%
1,120
240
$491K 0.05%
11,402
-562
241
$488K 0.05%
7,256
+112
242
$481K 0.05%
25,455
243
$480K 0.05%
3,794
244
$479K 0.05%
1,219
245
$470K 0.05%
3,124
-30
246
$463K 0.05%
2,944
+105
247
$457K 0.05%
12,185
248
$445K 0.05%
4,418
249
$444K 0.05%
7,620
+38
250
$443K 0.05%
8,279
-597
8 9
10
11 12