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
101
$2.88M 0.23%
37,375
-7,051
102
$2.86M 0.23%
14,697
+647
103
$2.84M 0.23%
10,391
+191
104
$2.82M 0.22%
13,271
+150
105
$2.79M 0.22%
53,610
-2,463
106
$2.77M 0.22%
10,483
+31
107
$2.76M 0.22%
12,280
-310
108
$2.75M 0.22%
29,478
-344
109
$2.72M 0.22%
15,421
-423
110
$2.68M 0.21%
45,963
+791
111
$2.65M 0.21%
29,883
+657
112
$2.64M 0.21%
7,001
113
$2.59M 0.21%
31,572
114
$2.58M 0.21%
34,380
-6,662
115
$2.57M 0.2%
61,009
-19,821
116
$2.56M 0.2%
16,618
-4,551
117
$2.54M 0.2%
11,995
-150
118
$2.53M 0.2%
11,676
+388
119
$2.53M 0.2%
7,141
-252
120
$2.41M 0.19%
26,301
-5,386
121
$2.4M 0.19%
81,284
+8,199
122
$2.38M 0.19%
182,280
-7,080
123
$2.38M 0.19%
38,702
+583
124
$2.37M 0.19%
13,035
+10,517
125
$2.37M 0.19%
36,726
+2,488
3 4
5
6 7