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
51
$6.17M 0.53%
60,872
+7,680
52
$6.13M 0.52%
12,968
+399
53
$6.1M 0.52%
12,910
+468
54
$5.99M 0.51%
25,082
-2,012
55
$5.96M 0.51%
208,398
+21,878
56
$5.9M 0.5%
38,048
-637
57
$5.73M 0.49%
22,975
-1,344
58
$5.66M 0.48%
43,730
+2,399
59
$5.66M 0.48%
28,336
+1,279
60
$5.49M 0.47%
141,183
+571
61
$5.2M 0.44%
56,012
-969
62
$5.19M 0.44%
25,964
-597
63
$5.18M 0.44%
27,842
+1,781
64
$5.1M 0.44%
15,605
+1,255
65
$5.07M 0.43%
26,552
+2,930
66
$5.03M 0.43%
49,674
-1,472
67
$5.02M 0.43%
10,094
+627
68
$4.91M 0.42%
124,400
-7,035
69
$4.67M 0.4%
46,593
-1,577
70
$4.66M 0.4%
130,908
+23,445
71
$4.65M 0.4%
51,110
+9,400
72
$4.5M 0.38%
44,514
+1,425
73
$4.27M 0.36%
43,555
-5,067
74
$4.23M 0.36%
28,266
+1,267
75
$4.15M 0.35%
39,687
-3,427
1 2
3
4 5