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
276
$328K 0.04%
6,800
-1,000
277
$326K 0.04%
1,241
278
$323K 0.04%
2,098
279
$322K 0.04%
12,670
+3,000
280
$322K 0.04%
2,831
-50
281
$319K 0.04%
4,356
282
$318K 0.04%
3,220
283
$317K 0.04%
9,146
+25
284
$316K 0.04%
12,024
-350
285
$315K 0.04%
5,562
-4,499
286
$308K 0.03%
7,525
287
$306K 0.03%
2,275
288
$305K 0.03%
4,525
-1,700
289
$302K 0.03%
5,090
290
$300K 0.03%
20,939
-692
291
$299K 0.03%
3,560
292
$295K 0.03%
1,045
293
$295K 0.03%
10,081
294
$292K 0.03%
4,216
+300
295
$289K 0.03%
2,225
+395
296
$287K 0.03%
2,982
+1,224
297
$287K 0.03%
6,793
298
$285K 0.03%
6,225
-25
299
$284K 0.03%
9,401
300
$282K 0.03%
5,396
10 11
12
13 14