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
326
$254K 0.02%
1,617
327
$249K 0.02%
4,136
328
$248K 0.02%
+2,773
329
$247K 0.02%
1,611
330
$247K 0.02%
5,851
-7,480
331
$246K 0.02%
2,666
+110
332
$244K 0.02%
+8,126
333
$241K 0.02%
6,654
-25
334
$238K 0.02%
3,594
-825
335
$231K 0.02%
6,175
-85
336
$228K 0.02%
+1,907
337
$227K 0.02%
+775
338
$227K 0.02%
+1,717
339
$223K 0.02%
+8,714
340
$222K 0.02%
10,938
-110
341
$222K 0.02%
6,089
+16
342
$221K 0.02%
+5,384
343
$219K 0.02%
2,657
344
$217K 0.02%
+3,270
345
$212K 0.02%
4,362
-5,739
346
$209K 0.02%
+11,204
347
$207K 0.02%
877
+80
348
$205K 0.02%
+3,323
349
$204K 0.02%
9,000
350
$198K 0.02%
11,300
11 12 13
14
15