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
301
$277K 0.03%
+4,681
302
$276K 0.03%
10,759
-2,135
303
$275K 0.03%
2,337
304
$268K 0.03%
3,012
305
$264K 0.03%
2,465
306
$263K 0.03%
3,994
-470
307
$262K 0.03%
2,591
-407
308
$262K 0.03%
2,406
-480
309
$260K 0.03%
5,527
-47
310
$260K 0.03%
4,620
311
$257K 0.03%
2,367
-5
312
$257K 0.03%
4,300
313
$256K 0.03%
25,573
-837
314
$256K 0.03%
3,318
315
$255K 0.03%
18,785
316
$253K 0.03%
3,112
317
$252K 0.03%
1,985
318
$250K 0.03%
3,200
-860
319
$249K 0.03%
12,942
-6,602
320
$247K 0.03%
11,300
+1,645
321
$242K 0.03%
4,004
322
$242K 0.03%
4,915
-535
323
$237K 0.03%
11,090
324
$236K 0.03%
5,005
-357
325
$231K 0.03%
13,772
-239
11 12
13
14 15