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
76
$4.2M 0.33%
16,232
-2,483
77
$4.18M 0.33%
40,959
+554
78
$4.11M 0.33%
152,349
-7,800
79
$4.09M 0.32%
53,236
+1,170
80
$3.88M 0.31%
56,761
-8,367
81
$3.77M 0.3%
20,729
+1,004
82
$3.66M 0.29%
32,257
-84
83
$3.61M 0.29%
22,276
84
$3.6M 0.29%
51,542
+4,909
85
$3.57M 0.28%
15,543
+2,746
86
$3.57M 0.28%
13,354
-2,844
87
$3.52M 0.28%
29,571
-841
88
$3.37M 0.27%
15,727
+150
89
$3.33M 0.26%
12,631
-370
90
$3.29M 0.26%
18,677
-5,026
91
$3.22M 0.26%
20,397
-198
92
$3.17M 0.25%
14,764
-1,740
93
$3.17M 0.25%
38,039
+239
94
$3.16M 0.25%
14,886
-811
95
$3.15M 0.25%
24,722
-576
96
$3.11M 0.25%
21,883
-394
97
$3.06M 0.24%
35,054
+37
98
$2.98M 0.24%
13,598
-90
99
$2.97M 0.24%
12,693
-307
100
$2.93M 0.23%
18,245
+35
2 3
4
5 6