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
251
$521K 0.05%
2,595
-1,063
252
$519K 0.05%
13,540
253
$517K 0.05%
8,044
-453
254
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6,142
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255
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11,609
+630
256
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1,000
-30
257
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16,132
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258
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17,419
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259
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6,860
260
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16,705
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261
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3,220
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262
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263
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264
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265
$435K 0.04%
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266
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211
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3,025
273
$408K 0.04%
6,282
-160
274
$408K 0.04%
10,000
275
$397K 0.04%
20,196
9 10
11
12 13