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
301
$278K 0.02%
2,500
302
$270K 0.02%
1,573
-167
303
$264K 0.02%
1,293
+38
304
$259K 0.02%
+884
305
$258K 0.02%
2,445
+280
306
$256K 0.02%
2,962
-300
307
$253K 0.02%
1,750
308
$252K 0.02%
9,000
+1,500
309
$252K 0.02%
2,709
-419
310
$251K 0.02%
+728
311
$248K 0.02%
1,570
+17
312
$243K 0.02%
+2,292
313
$243K 0.02%
13,850
+505
314
$240K 0.02%
5,473
315
$239K 0.02%
+3,614
316
$238K 0.02%
6,298
-494
317
$237K 0.02%
1,775
318
$234K 0.02%
1,336
-30
319
$228K 0.02%
5,696
-2,400
320
$228K 0.02%
1,283
-5
321
$224K 0.02%
+5,952
322
$217K 0.02%
5,877
-1,180
323
$217K 0.02%
687
-56
324
$216K 0.02%
6,244
+28
325
$213K 0.02%
2,494
-241
10 11 12
13
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