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
251
$440K 0.04%
2,695
+300
252
$432K 0.04%
8,433
-350
253
$420K 0.04%
5,367
-685
254
$418K 0.04%
22,518
255
$417K 0.04%
7,568
256
$407K 0.03%
2,776
+149
257
$402K 0.03%
9,160
-12,678
258
$401K 0.03%
9,166
-850
259
$400K 0.03%
11,740
-13,113
260
$388K 0.03%
5,450
-550
261
$378K 0.03%
4,297
-568
262
$376K 0.03%
2,651
-71
263
$373K 0.03%
2,477
-500
264
$370K 0.03%
3,424
+945
265
$366K 0.03%
1,616
-4,084
266
$363K 0.03%
28,824
-899
267
$355K 0.03%
1,735
268
$353K 0.03%
1,433
-448
269
$353K 0.03%
5,058
-850
270
$349K 0.03%
4,950
271
$346K 0.03%
2,675
272
$345K 0.03%
4,425
-50
273
$343K 0.03%
5,371
-1,929
274
$343K 0.03%
11,448
275
$339K 0.03%
2,959
-164
9 10
11
12 13