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
51
$5.29M 0.47%
16,356
-120
52
$5.26M 0.47%
60,372
+16,274
53
$5.04M 0.45%
75,400
-500
54
$5.03M 0.45%
49,492
+3,403
55
$4.77M 0.43%
135,542
-18,559
56
$4.67M 0.42%
28,188
-680
57
$4.52M 0.41%
40,610
-252
58
$4.4M 0.39%
24,577
-138
59
$4.3M 0.39%
21,822
-975
60
$4.27M 0.38%
19,545
-196
61
$4.14M 0.37%
144,295
+1,914
62
$4.11M 0.37%
70,692
-736
63
$4.02M 0.36%
130,466
+5,534
64
$3.95M 0.35%
45,478
-729
65
$3.91M 0.35%
58,400
+2,140
66
$3.84M 0.34%
21,079
-58
67
$3.8M 0.34%
62,800
+2,352
68
$3.78M 0.34%
37,349
-924
69
$3.72M 0.33%
27,339
+4,825
70
$3.65M 0.33%
68,932
+138
71
$3.6M 0.32%
107,322
-30,090
72
$3.5M 0.31%
37,025
-317
73
$3.44M 0.31%
28,698
+13
74
$3.37M 0.3%
64,340
-140
75
$3.36M 0.3%
22,726
+28
1 2
3
4 5