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
$1.11B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.72M
3
+$4.86M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.43M
5
PAYX icon
Paychex
PAYX
+$1.46M

Top Sells

1
+$1.83M
2
+$1.62M
3
+$1.14M
4
STI
SunTrust Banks, Inc.
STI
+$1.13M
5
TGT icon
Target
TGT
+$1.09M

Sector Composition

1 Financials 11.96%
2 Consumer Discretionary 11.19%
3 Technology 7.57%
4 Healthcare 6.58%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$690K 0.06%
5,810
-140
227
$685K 0.06%
13,430
+605
228
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7,229
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230
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2
231
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17,949
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232
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8,360
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233
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234
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235
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25,605
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237
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239
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240
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241
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243
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26,239
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246
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13,260
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247
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17,780
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248
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5,564
249
$533K 0.05%
90,600
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250
$532K 0.05%
2,583
8 9
10
11 12