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
$966M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$3.03M
3
+$2.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.29M
5
GSBC icon
Great Southern Bancorp
GSBC
+$2.26M

Top Sells

1
+$3.1M
2
+$2.02M
3
+$1.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.25M
5
AEE icon
Ameren
AEE
+$1.25M

Sector Composition

1 Technology 16.23%
2 Financials 12.06%
3 Consumer Discretionary 7.41%
4 Healthcare 5.13%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.18M 0.74%
75,136
+7,285
27
$6.49M 0.67%
208,239
-22,786
28
$6.39M 0.66%
245,304
+15,426
29
$6.37M 0.66%
142,060
-2,953
30
$5.96M 0.62%
45,872
+5,455
31
$5.92M 0.61%
199,352
-13,679
32
$5.88M 0.61%
52,788
+5,307
33
$5.75M 0.6%
48,966
+17,941
34
$5.3M 0.55%
35,781
+313
35
$5.24M 0.54%
52,507
-1,000
36
$5.01M 0.52%
19,723
+800
37
$4.98M 0.52%
84,355
+918
38
$4.91M 0.51%
175,674
-12,129
39
$4.89M 0.51%
53,766
+5,015
40
$4.84M 0.5%
28,323
+2,229
41
$4.7M 0.49%
35,406
-856
42
$4.53M 0.47%
94,280
+5,100
43
$4.44M 0.46%
133,260
-4,950
44
$4.31M 0.45%
170,022
+3,315
45
$4.27M 0.44%
36,317
+2,156
46
$4.24M 0.44%
47,693
+4,493
47
$4.04M 0.42%
22,016
+2,749
48
$4.03M 0.42%
55,167
+828
49
$3.85M 0.4%
37,766
-352
50
$3.73M 0.39%
27,508
+103
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