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
76
$4.15M 0.35%
7,193
-427
77
$4.12M 0.35%
20,453
+282
78
$4.06M 0.35%
17,264
-3,593
79
$4M 0.34%
43,053
-2,624
80
$3.98M 0.34%
15,565
-446
81
$3.88M 0.33%
55,802
+731
82
$3.86M 0.33%
30,269
-2,506
83
$3.86M 0.33%
46,479
+365
84
$3.83M 0.33%
36,834
-1,952
85
$3.8M 0.32%
18,612
+2,152
86
$3.78M 0.32%
19,921
-2,029
87
$3.68M 0.31%
114,557
+4,465
88
$3.67M 0.31%
52,973
-1,998
89
$3.6M 0.31%
48,250
+3,641
90
$3.53M 0.3%
78,513
-90,495
91
$3.42M 0.29%
1,290
+161
92
$3.34M 0.28%
11,931
-336
93
$3.32M 0.28%
9,349
-237
94
$3.05M 0.26%
34,795
+585
95
$3.04M 0.26%
7,889
-680
96
$2.92M 0.25%
30,256
+1,306
97
$2.9M 0.25%
15,130
+635
98
$2.87M 0.24%
116,851
+5,868
99
$2.83M 0.24%
27,135
+10,903
100
$2.75M 0.23%
16,431
-925
2 3
4
5 6