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
$1.26B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$7.97M
3
+$3.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.66M
5
CME icon
CME Group
CME
+$1.91M

Top Sells

1
+$109M
2
+$2.28M
3
+$2.17M
4
EXC icon
Exelon
EXC
+$2.16M
5
MSFT icon
Microsoft
MSFT
+$1.74M

Sector Composition

1 Consumer Discretionary 11.21%
2 Financials 10.08%
3 Technology 9.86%
4 Healthcare 7.3%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.39M 0.51%
53,714
-1,258
52
$6.36M 0.5%
179,613
-64,495
53
$6.26M 0.5%
81,179
+731
54
$6.17M 0.49%
13,245
-1,597
55
$5.88M 0.47%
15,666
-510
56
$5.88M 0.47%
23,196
-1,393
57
$5.86M 0.46%
28,120
+190
58
$5.84M 0.46%
68,649
-735
59
$5.83M 0.46%
38,253
-35
60
$5.66M 0.45%
20,742
-750
61
$5.6M 0.44%
107,894
+842
62
$5.33M 0.42%
85,865
-4,343
63
$5.14M 0.41%
60,542
-2,681
64
$5.14M 0.41%
26,214
+85
65
$4.9M 0.39%
24,902
-420
66
$4.89M 0.39%
68,422
-7,728
67
$4.83M 0.38%
20,827
-832
68
$4.81M 0.38%
57,994
-1,359
69
$4.59M 0.36%
146,317
+4,508
70
$4.58M 0.36%
83,010
+568
71
$4.48M 0.36%
27,891
-147
72
$4.4M 0.35%
16,363
+803
73
$4.37M 0.35%
49,840
+3,340
74
$4.24M 0.34%
65,609
-69
75
$4.24M 0.34%
68,618
+4,210
1 2
3
4 5