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
$894M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$2.09M
3
+$2.02M
4
SLB icon
SLB Limited
SLB
+$1.62M
5
PSX icon
Phillips 66
PSX
+$968K

Top Sells

1
+$21.7M
2
+$2.23M
3
+$2.19M
4
CME icon
CME Group
CME
+$1.62M
5
BAC icon
Bank of America
BAC
+$1.43M

Sector Composition

1 Financials 14.39%
2 Consumer Discretionary 9.98%
3 Technology 7.31%
4 Healthcare 7.02%
5 Consumer Staples 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.77M 0.87%
198,923
-185
27
$7.61M 0.85%
69,949
+757
28
$7.22M 0.81%
246,525
+12,425
29
$7.13M 0.8%
152,001
+2,410
30
$6.91M 0.77%
53,533
+135
31
$6.56M 0.73%
59,414
-4,865
32
$6.44M 0.72%
19,982
+215
33
$6.43M 0.72%
163,096
+6,596
34
$6.28M 0.7%
84,250
-6,914
35
$6.08M 0.68%
29,795
+2,528
36
$5.9M 0.66%
64,234
+192
37
$5.71M 0.64%
61,932
+4,834
38
$5.46M 0.61%
47,882
+598
39
$5.34M 0.6%
200,978
+542
40
$5.25M 0.59%
53,627
+758
41
$5.11M 0.57%
161,486
+7,682
42
$5.01M 0.56%
36,271
+630
43
$4.92M 0.55%
31,886
+208
44
$4.47M 0.5%
33,370
+555
45
$4.11M 0.46%
61,339
+1,980
46
$4.01M 0.45%
162,601
-57,889
47
$3.98M 0.45%
13
-1
48
$3.92M 0.44%
108,518
+44,880
49
$3.9M 0.44%
58,940
+1,670
50
$3.83M 0.43%
20,353
-8,598
1
2
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