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
101
$1.94M 0.22%
12,179
-830
102
$1.91M 0.21%
17,733
-1,575
103
$1.88M 0.21%
32,183
-1,575
104
$1.87M 0.21%
30,047
-1,265
105
$1.83M 0.21%
11,458
+200
106
$1.81M 0.2%
7,278
+357
107
$1.81M 0.2%
18,277
-901
108
$1.79M 0.2%
19,582
-140
109
$1.78M 0.2%
74,656
-3,806
110
$1.77M 0.2%
28,767
+24
111
$1.73M 0.19%
14,422
+165
112
$1.69M 0.19%
12,837
-124
113
$1.68M 0.19%
12,685
-326
114
$1.66M 0.19%
31,791
-1,234
115
$1.65M 0.18%
25,543
+4,642
116
$1.62M 0.18%
27,188
-300
117
$1.58M 0.18%
30,342
-910
118
$1.53M 0.17%
9,550
+221
119
$1.51M 0.17%
9,030
-200
120
$1.46M 0.16%
5,588
+220
121
$1.46M 0.16%
6,506
-95
122
$1.44M 0.16%
22,812
+1,629
123
$1.44M 0.16%
187,808
-121,235
124
$1.39M 0.16%
31,543
+1,415
125
$1.36M 0.15%
34,076
-3,127
3 4
5
6 7