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
351
$158K 0.01%
+10,484
352
$156K 0.01%
12,950
+2,489
353
$156K 0.01%
+10,167
354
$138K 0.01%
+15,459
355
$131K 0.01%
+28,232
356
$124K 0.01%
2,314
-550
357
$100K 0.01%
11,000
358
$95K 0.01%
+11,000
359
– –
-44,827
360
– –
-21,656
361
– –
-49,567
362
– –
-2,616
363
– –
-27,350
364
– –
-10,461
11 12 13 14
15