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
$1.17B
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.25M
3
+$1.16M
4
ICE icon
Intercontinental Exchange
ICE
+$1.14M
5
AEP icon
American Electric Power
AEP
+$855K

Top Sells

1
+$4.07M
2
+$3.24M
3
+$2.66M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.41M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.6M

Sector Composition

1 Consumer Discretionary 13.77%
2 Technology 11.19%
3 Financials 8.83%
4 Healthcare 8.17%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$583K 0.05%
11,363
-496
227
$579K 0.05%
2,293
-45
228
$569K 0.05%
3,314
-15
229
$558K 0.05%
14,940
-1,534
230
$553K 0.05%
1,197
-283
231
$547K 0.05%
8,180
+2,482
232
$547K 0.05%
+17,611
233
$531K 0.05%
5,467
-574
234
$531K 0.05%
13,993
-2,050
235
$528K 0.05%
8,747
236
$523K 0.04%
4,754
237
$519K 0.04%
11,340
-1,403
238
$514K 0.04%
7,165
-265
239
$512K 0.04%
3,095
+106
240
$507K 0.04%
10,038
-500
241
$507K 0.04%
757
-374
242
$499K 0.04%
7,210
243
$488K 0.04%
15,505
+223
244
$483K 0.04%
1,900
-3
245
$482K 0.04%
2,490
-20
246
$466K 0.04%
1
247
$455K 0.04%
1,992
-81
248
$447K 0.04%
9,207
+172
249
$444K 0.04%
7,064
-808
250
$441K 0.04%
3,179
-544
8 9
10
11 12