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
276
$270K 0.03%
+1,822
277
$269K 0.03%
+1,412
278
$269K 0.03%
+2,492
279
$268K 0.03%
+1,985
280
$268K 0.03%
+26,382
281
$267K 0.03%
+2,437
282
$267K 0.03%
+2,443
283
$264K 0.03%
7,078
+1,230
284
$260K 0.03%
14,948
-1,000
285
$259K 0.03%
+5,140
286
$259K 0.03%
+4,114
287
$258K 0.03%
2,342
+25
288
$258K 0.03%
2,465
-1,400
289
$255K 0.03%
4,546
-200
290
$249K 0.03%
6,178
-458
291
$247K 0.03%
+2,085
292
$241K 0.03%
+6,555
293
$241K 0.03%
8,670
-1,450
294
$238K 0.02%
6,883
295
$230K 0.02%
9,335
+150
296
$225K 0.02%
+504
297
$222K 0.02%
1,724
-137
298
$221K 0.02%
+3,530
299
$218K 0.02%
7,170
-255
300
$218K 0.02%
1,898
9 10 11
12
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