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
$1.17B
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.25M
3
+$1.16M
4
ICE icon
Intercontinental Exchange
ICE
+$1.14M
5
AEP icon
American Electric Power
AEP
+$855K

Top Sells

1
+$4.07M
2
+$3.24M
3
+$2.66M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.41M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.6M

Sector Composition

1 Consumer Discretionary 13.77%
2 Technology 11.19%
3 Financials 8.83%
4 Healthcare 8.17%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 0.87%
97,778
+2,268
27
$9.86M 0.84%
66,291
+743
28
$9.85M 0.84%
92,613
+2,467
29
$9.84M 0.84%
158,690
-5,407
30
$9.72M 0.83%
135,940
-7,356
31
$9.6M 0.82%
24,905
+1,041
32
$9.53M 0.81%
77,073
-8,646
33
$9.34M 0.8%
178,728
-7,048
34
$9.24M 0.79%
31,298
-102
35
$8.75M 0.75%
38,217
+1,100
36
$8.73M 0.75%
172,241
-1,000
37
$8.39M 0.72%
84,249
-4,092
38
$8.16M 0.7%
19,752
+833
39
$8.14M 0.69%
43,565
-8,541
40
$8.12M 0.69%
26,306
-4,003
41
$7.85M 0.67%
101,800
-466
42
$6.62M 0.57%
31,253
+2,244
43
$6.56M 0.56%
27,131
+1,500
44
$6.48M 0.55%
77,399
-2,447
45
$6.47M 0.55%
15,735
+325
46
$6.45M 0.55%
52,570
+132
47
$6.43M 0.55%
47,932
-369
48
$6.35M 0.54%
28,417
+1,884
49
$6.25M 0.53%
21,777
+323
50
$6.19M 0.53%
44,854
-3,776
1
2
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