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
$1.26B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$7.97M
3
+$3.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.66M
5
CME icon
CME Group
CME
+$1.91M

Top Sells

1
+$109M
2
+$2.28M
3
+$2.17M
4
EXC icon
Exelon
EXC
+$2.16M
5
MSFT icon
Microsoft
MSFT
+$1.74M

Sector Composition

1 Consumer Discretionary 11.21%
2 Financials 10.08%
3 Technology 9.86%
4 Healthcare 7.3%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$602K 0.05%
68,495
-5,146
252
$601K 0.05%
8,908
-268
253
$580K 0.05%
3,067
+675
254
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255
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27,686
-1,250
256
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2,167
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257
$554K 0.04%
8,310
258
$554K 0.04%
14,000
259
$551K 0.04%
12,500
260
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6,201
261
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1,662
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262
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263
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2,033
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264
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3,304
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265
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266
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273
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6,183
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274
$443K 0.04%
11,457
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275
$442K 0.04%
2,169
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9 10
11
12 13