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
301
$317K 0.03%
2,082
+241
302
$314K 0.02%
+2,879
303
$314K 0.02%
5,668
-255
304
$309K 0.02%
5,461
-3
305
$309K 0.02%
2,618
+254
306
$304K 0.02%
1,703
-675
307
$301K 0.02%
3,210
308
$298K 0.02%
9,859
-15
309
$294K 0.02%
1,415
-100
310
$293K 0.02%
2,481
-225
311
$290K 0.02%
9,451
-350
312
$289K 0.02%
5,971
-110
313
$288K 0.02%
4,629
314
$281K 0.02%
12,977
315
$277K 0.02%
+6,106
316
$275K 0.02%
+1,170
317
$275K 0.02%
3,000
318
$272K 0.02%
+7,065
319
$272K 0.02%
13,880
320
$272K 0.02%
503
+60
321
$270K 0.02%
3,453
+191
322
$270K 0.02%
10,135
-1,325
323
$263K 0.02%
+6,208
324
$261K 0.02%
7,733
-349
325
$260K 0.02%
1,886
11 12
13
14 15