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
276
$397K 0.04%
2,004
+181
277
$395K 0.04%
1,372
-89
278
$389K 0.03%
3,149
+522
279
$387K 0.03%
3,215
-1,880
280
$387K 0.03%
2,641
-45
281
$382K 0.03%
13,203
-795
282
$379K 0.03%
6,201
283
$379K 0.03%
+3,244
284
$377K 0.03%
4,940
-150
285
$376K 0.03%
4,482
286
$371K 0.03%
21,623
-3,558
287
$366K 0.03%
6,800
-500
288
$362K 0.03%
3,630
-2,132
289
$350K 0.03%
7,095
-4,585
290
$344K 0.03%
3,732
-167
291
$343K 0.03%
5,369
-7,213
292
$341K 0.03%
2,494
+25
293
$341K 0.03%
3,490
+567
294
$339K 0.03%
13,840
+300
295
$338K 0.03%
11,626
+2,125
296
$338K 0.03%
8,747
+416
297
$330K 0.03%
5,597
-535
298
$330K 0.03%
12,614
299
$321K 0.03%
3,824
-4,485
300
$318K 0.03%
2,227
10 11
12
13 14