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
101
$2.13M 0.22%
19,187
+553
102
$2.13M 0.22%
15,189
103
$2.08M 0.22%
34,385
+16,418
104
$2.03M 0.21%
16,164
-50
105
$2.02M 0.21%
14,496
-965
106
$2.02M 0.21%
24,968
+1,984
107
$2.02M 0.21%
52,870
+17,232
108
$1.99M 0.21%
10,654
+1,305
109
$1.96M 0.2%
25,522
-274
110
$1.93M 0.2%
38,643
+3,332
111
$1.88M 0.19%
11,435
-123
112
$1.82M 0.19%
13,058
+8,913
113
$1.8M 0.19%
15,850
+1,739
114
$1.8M 0.19%
21,980
+1,150
115
$1.78M 0.18%
14,607
-538
116
$1.73M 0.18%
27,597
+3,480
117
$1.73M 0.18%
35,440
-2,680
118
$1.65M 0.17%
10,259
-56
119
$1.64M 0.17%
25,672
+2,350
120
$1.63M 0.17%
31,416
-466
121
$1.62M 0.17%
9,400
-440
122
$1.58M 0.16%
21,718
+2,273
123
$1.57M 0.16%
9,350
-290
124
$1.55M 0.16%
31,560
-35,287
125
$1.53M 0.16%
12,581
-304
3 4
5
6 7