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
251
$392K 0.04%
2,200
252
$389K 0.04%
11,531
-125
253
$388K 0.04%
19,381
-350
254
$387K 0.04%
2,441
+939
255
$386K 0.04%
11,028
256
$385K 0.04%
3,220
257
$381K 0.04%
+4,550
258
$367K 0.04%
5,615
+2,000
259
$366K 0.04%
3,443
-41
260
$364K 0.04%
2,761
261
$359K 0.04%
4,840
+1,200
262
$356K 0.04%
+6,429
263
$340K 0.04%
2,917
-25
264
$334K 0.03%
21,929
+9,447
265
$326K 0.03%
6,140
+1,340
266
$326K 0.03%
2,823
-16
267
$324K 0.03%
5,915
-186
268
$316K 0.03%
5,466
-21,543
269
$309K 0.03%
7,610
+1,487
270
$308K 0.03%
3,296
271
$301K 0.03%
5,497
272
$300K 0.03%
11,880
273
$298K 0.03%
3,910
-500
274
$284K 0.03%
9,483
+233
275
$277K 0.03%
2,703
+415
9 10
11
12 13