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
276
$433K 0.03%
7,750
+800
277
$430K 0.03%
9,156
-986
278
$428K 0.03%
2,825
279
$426K 0.03%
2,446
-15
280
$410K 0.03%
+7,898
281
$401K 0.03%
1,505
282
$401K 0.03%
11,126
283
$400K 0.03%
12,804
+1,088
284
$399K 0.03%
7,279
+79
285
$386K 0.03%
8,800
+200
286
$385K 0.03%
3,758
-9
287
$384K 0.03%
7,616
288
$378K 0.03%
1,855
289
$375K 0.03%
1,856
290
$373K 0.03%
5,125
-50
291
$372K 0.03%
4,625
292
$371K 0.03%
+9,312
293
$354K 0.03%
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294
$353K 0.03%
20,554
-24,661
295
$350K 0.03%
2,549
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296
$329K 0.03%
6,208
-148
297
$327K 0.03%
6,015
+1,700
298
$326K 0.03%
20,223
-400
299
$325K 0.03%
2,376
-39
300
$317K 0.03%
29,025
-3,595
10 11
12
13 14