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
$966M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$3.03M
3
+$2.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.29M
5
GSBC icon
Great Southern Bancorp
GSBC
+$2.26M

Top Sells

1
+$3.1M
2
+$2.02M
3
+$1.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.25M
5
AEE icon
Ameren
AEE
+$1.25M

Sector Composition

1 Technology 16.23%
2 Financials 12.06%
3 Consumer Discretionary 7.41%
4 Healthcare 5.13%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.58M 0.27%
20,156
-458
77
$2.55M 0.26%
10,745
-420
78
$2.49M 0.26%
22,419
-132
79
$2.49M 0.26%
16,687
+522
80
$2.47M 0.26%
22,240
+3,107
81
$2.46M 0.25%
+60,974
82
$2.42M 0.25%
24,533
+1,142
83
$2.41M 0.25%
93,099
+5,867
84
$2.4M 0.25%
20,725
-17,423
85
$2.4M 0.25%
19,205
+135
86
$2.38M 0.25%
33,889
-70
87
$2.35M 0.24%
36,978
+8,510
88
$2.28M 0.24%
14,967
-467
89
$2.28M 0.24%
43,831
+621
90
$2.26M 0.23%
61,768
+3,908
91
$2.26M 0.23%
+40,643
92
$2.25M 0.23%
19,416
+350
93
$2.25M 0.23%
12,806
+3,515
94
$2.25M 0.23%
20,050
+5,619
95
$2.2M 0.23%
14,048
+2,730
96
$2.2M 0.23%
8
97
$2.19M 0.23%
38,994
+900
98
$2.16M 0.22%
23,591
+5,906
99
$2.14M 0.22%
25,511
+3,532
100
$2.13M 0.22%
43,256
-180
2 3
4
5 6