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
76
$3.34M 0.3%
26,067
-8,500
77
$3.32M 0.3%
27,891
-7
78
$3.31M 0.3%
123,340
-3,843
79
$3.3M 0.3%
212,203
-144
80
$3.27M 0.29%
32,063
+291
81
$3.24M 0.29%
55,668
-748
82
$3.24M 0.29%
15,765
+1,062
83
$2.98M 0.27%
33,743
-70
84
$2.88M 0.26%
48,140
-704
85
$2.83M 0.25%
47,793
-615
86
$2.82M 0.25%
33,163
+17,136
87
$2.81M 0.25%
302,623
-11,168
88
$2.81M 0.25%
20,513
-37
89
$2.8M 0.25%
14,176
-467
90
$2.79M 0.25%
25,495
+3,340
91
$2.79M 0.25%
26,401
+89
92
$2.78M 0.25%
43,941
93
$2.76M 0.25%
12,976
-70
94
$2.69M 0.24%
16,265
+297
95
$2.68M 0.24%
9,104
+484
96
$2.64M 0.24%
13,296
+391
97
$2.63M 0.24%
14,003
-69
98
$2.58M 0.23%
32,347
+225
99
$2.53M 0.23%
10,772
-103
100
$2.5M 0.22%
16,286
-297
2 3
4
5 6