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
101
$2.49M 0.22%
80,917
+3,058
102
$2.47M 0.22%
29,776
+1,998
103
$2.44M 0.22%
10,110
-275
104
$2.4M 0.22%
26,294
-3,424
105
$2.37M 0.21%
42,148
-1,152
106
$2.37M 0.21%
29,120
+757
107
$2.35M 0.21%
13,560
-280
108
$2.33M 0.21%
14,333
-1,302
109
$2.31M 0.21%
18,443
+619
110
$2.3M 0.21%
57,219
-45,538
111
$2.26M 0.2%
46,465
-144
112
$2.26M 0.2%
35,457
-128
113
$2.25M 0.2%
12,610
-285
114
$2.25M 0.2%
12,692
+150
115
$2.23M 0.2%
9,696
+162
116
$2.2M 0.2%
39,078
+21,162
117
$2.17M 0.19%
13,642
+289
118
$2.06M 0.18%
24,184
-670
119
$2.05M 0.18%
9,665
-100
120
$1.99M 0.18%
6,771
+154
121
$1.98M 0.18%
8,631
+34
122
$1.97M 0.18%
31,776
-450
123
$1.95M 0.18%
30,005
+2,532
124
$1.95M 0.17%
7,946
-185
125
$1.93M 0.17%
25,316
-418
3 4
5
6 7