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
251
$437K 0.05%
6,977
-10
252
$420K 0.05%
+2,208
253
$410K 0.05%
17,939
+72
254
$401K 0.04%
14,221
+25
255
$395K 0.04%
3,015
256
$388K 0.04%
3,003
257
$385K 0.04%
2,583
+150
258
$380K 0.04%
3,250
-75
259
$378K 0.04%
+3,674
260
$377K 0.04%
28,186
-7,686
261
$372K 0.04%
9,733
-18,085
262
$369K 0.04%
7,705
263
$360K 0.04%
10,000
264
$360K 0.04%
4,796
-50
265
$357K 0.04%
7,658
+800
266
$350K 0.04%
10,309
-350
267
$349K 0.04%
4,095
-899
268
$346K 0.04%
8,877
+2,395
269
$345K 0.04%
4,395
-135
270
$342K 0.04%
6,422
271
$334K 0.04%
11,028
272
$334K 0.04%
2,790
-210
273
$332K 0.04%
1,789
+438
274
$331K 0.04%
2,200
275
$330K 0.04%
4,973
9 10
11
12 13