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
276
$339K 0.03%
8,872
-2,403
277
$339K 0.03%
1,393
-8
278
$333K 0.03%
17,965
279
$328K 0.03%
8,171
-5,236
280
$328K 0.03%
7,600
281
$322K 0.03%
30,700
282
$319K 0.03%
896
-8
283
$317K 0.03%
3,000
284
$314K 0.03%
2,130
-10
285
$313K 0.03%
700
-30
286
$312K 0.03%
10,078
-5,060
287
$308K 0.03%
1,612
+4
288
$302K 0.03%
2,635
-160
289
$297K 0.03%
6,094
-180
290
$296K 0.03%
2,560
291
$295K 0.03%
9,068
292
$287K 0.02%
23,101
+1,143
293
$286K 0.02%
3,553
-573
294
$285K 0.02%
2,111
+231
295
$285K 0.02%
8,085
+134
296
$285K 0.02%
1,717
297
$283K 0.02%
9,853
-9,020
298
$282K 0.02%
+2,250
299
$282K 0.02%
4,060
300
$280K 0.02%
10,000
10 11
12
13 14