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
101
$2.74M 0.23%
12,143
-1,040
102
$2.74M 0.23%
17,233
-854
103
$2.71M 0.23%
12,772
-472
104
$2.65M 0.23%
26,716
-1,208
105
$2.63M 0.22%
45,378
+1,082
106
$2.63M 0.22%
19,586
-1,564
107
$2.58M 0.22%
47,036
+5,330
108
$2.53M 0.22%
7,374
+2,365
109
$2.51M 0.21%
6,278
-665
110
$2.49M 0.21%
12,774
-928
111
$2.48M 0.21%
29,966
+5,187
112
$2.46M 0.21%
45,706
-820
113
$2.39M 0.2%
28,877
+1,476
114
$2.37M 0.2%
18,328
-4,644
115
$2.35M 0.2%
6,479
+351
116
$2.35M 0.2%
7,142
+772
117
$2.31M 0.2%
28,598
+1,250
118
$2.24M 0.19%
37,838
+3,469
119
$2.18M 0.19%
27,787
-1,223
120
$2.18M 0.19%
+33,860
121
$2.12M 0.18%
64,994
-16,374
122
$2.1M 0.18%
7,351
+39
123
$2.09M 0.18%
27,512
+16,479
124
$2.09M 0.18%
9,648
-519
125
$2.05M 0.18%
41,797
-6,218
3 4
5
6 7