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
$1.11B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.72M
3
+$4.86M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.43M
5
PAYX icon
Paychex
PAYX
+$1.46M

Top Sells

1
+$1.83M
2
+$1.62M
3
+$1.14M
4
STI
SunTrust Banks, Inc.
STI
+$1.13M
5
TGT icon
Target
TGT
+$1.09M

Sector Composition

1 Financials 11.96%
2 Consumer Discretionary 11.19%
3 Technology 7.57%
4 Healthcare 6.58%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$250K 0.02%
3,262
-100
327
$248K 0.02%
4,000
328
$242K 0.02%
17,621
-24,046
329
$238K 0.02%
1,832
330
$238K 0.02%
2,779
331
$236K 0.02%
2,786
332
$235K 0.02%
12,143
+315
333
$232K 0.02%
6,468
-565
334
$229K 0.02%
2,041
-970
335
$229K 0.02%
2,039
336
$228K 0.02%
2,962
337
$227K 0.02%
1,521
-96
338
$223K 0.02%
12,500
-1,938
339
$220K 0.02%
1,644
-20
340
$218K 0.02%
+4,772
341
$214K 0.02%
+2,524
342
$213K 0.02%
3,000
343
$210K 0.02%
+3,370
344
$210K 0.02%
3,771
-168
345
$206K 0.02%
1,400
-15
346
$205K 0.02%
+933
347
$202K 0.02%
+4,010
348
$201K 0.02%
+2,658
349
$176K 0.02%
3,171
-263
350
$155K 0.01%
11,883
+427
11 12 13
14
15