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
26
$9.54M 0.86%
256,608
-15,502
27
$8.84M 0.79%
109,615
-8,743
28
$8.75M 0.79%
146,253
-12
29
$8.74M 0.78%
220,668
-2,514
30
$8.24M 0.74%
183,740
-2,574
31
$7.7M 0.69%
63,916
-56
32
$7.46M 0.67%
59,704
-1,464
33
$7.31M 0.66%
78,744
-3
34
$7.27M 0.65%
34,190
+399
35
$6.98M 0.63%
51,045
-387
36
$6.76M 0.61%
20,764
-174
37
$6.36M 0.57%
28,076
-193
38
$6.29M 0.56%
71,049
-1,189
39
$6.28M 0.56%
165,085
+1,458
40
$6.26M 0.56%
42,932
-7,814
41
$6.26M 0.56%
33,215
+18,186
42
$6.13M 0.55%
44,601
-1,376
43
$6.12M 0.55%
42,325
+5,856
44
$6.09M 0.55%
50,822
-528
45
$5.96M 0.53%
221,294
+775
46
$5.88M 0.53%
64,095
+7,205
47
$5.64M 0.51%
59,888
-605
48
$5.59M 0.5%
87,158
+14,977
49
$5.43M 0.49%
16,476
-434
50
$5.39M 0.48%
29,812
-382
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