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
76
$2.48M 0.28%
47,955
+416
77
$2.46M 0.27%
47,420
+2,340
78
$2.42M 0.27%
52,866
-4,838
79
$2.41M 0.27%
27,975
-88
80
$2.41M 0.27%
103,123
-26,238
81
$2.4M 0.27%
66,634
-1,484
82
$2.31M 0.26%
16,624
+3,474
83
$2.3M 0.26%
20,134
+132
84
$2.29M 0.26%
32,055
+200
85
$2.27M 0.25%
48,729
+7,137
86
$2.25M 0.25%
17,018
-938
87
$2.24M 0.25%
14,999
-100
88
$2.2M 0.25%
14,587
+123
89
$2.16M 0.24%
50,264
-1,796
90
$2.15M 0.24%
37,839
-210
91
$2.15M 0.24%
16,392
-2,438
92
$2.12M 0.24%
21,986
+471
93
$2.09M 0.23%
+13,387
94
$2.08M 0.23%
10,706
+25
95
$2.07M 0.23%
61,777
+2,172
96
$2.06M 0.23%
32,424
+350
97
$2.03M 0.23%
44,072
98
$2.02M 0.23%
+13,757
99
$1.96M 0.22%
22,656
-411
100
$1.94M 0.22%
39,302
+760
2 3
4
5 6