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
51
$3.8M 0.43%
16,791
+30
52
$3.65M 0.41%
14,505
-25
53
$3.55M 0.4%
22,242
+150
54
$3.46M 0.39%
141,259
+10,102
55
$3.44M 0.39%
76,228
+200
56
$3.39M 0.38%
19,710
-115
57
$3.26M 0.36%
45,023
+701
58
$3.16M 0.35%
51,048
-1,808
59
$3.03M 0.34%
27,648
+495
60
$3.02M 0.34%
57,800
+8,900
61
$3.02M 0.34%
35,010
+11,239
62
$2.94M 0.33%
31,875
-186
63
$2.87M 0.32%
65,936
-412
64
$2.79M 0.31%
71,215
+2,775
65
$2.77M 0.31%
60,138
-3,762
66
$2.72M 0.3%
36,384
+70
67
$2.72M 0.3%
28,533
+192
68
$2.69M 0.3%
36,293
+1,005
69
$2.65M 0.3%
29,718
-1,860
70
$2.61M 0.29%
55,720
+4,212
71
$2.57M 0.29%
14,492
-85
72
$2.55M 0.29%
20,087
+207
73
$2.55M 0.28%
19,049
-266
74
$2.54M 0.28%
63,508
-276
75
$2.5M 0.28%
18,645
-611
1 2
3
4 5