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
126
$1.48M 0.15%
21,136
+2,098
127
$1.47M 0.15%
27,170
+827
128
$1.45M 0.15%
26,792
-23
129
$1.43M 0.15%
11,041
+7,985
130
$1.42M 0.15%
+23,857
131
$1.42M 0.15%
15,735
+67
132
$1.41M 0.15%
+22,578
133
$1.37M 0.14%
25,614
+1,636
134
$1.35M 0.14%
24,015
-948
135
$1.32M 0.14%
8,719
-150
136
$1.25M 0.13%
17,643
+1,290
137
$1.25M 0.13%
16,214
-251
138
$1.24M 0.13%
24,392
-820
139
$1.24M 0.13%
23,716
-2,750
140
$1.23M 0.13%
15,556
-390
141
$1.22M 0.13%
13,319
+3,208
142
$1.21M 0.12%
19,053
-166
143
$1.2M 0.12%
9,963
+591
144
$1.17M 0.12%
7,738
-83
145
$1.16M 0.12%
4,690
-550
146
$1.16M 0.12%
25,684
-11,011
147
$1.15M 0.12%
22,239
+2,300
148
$1.12M 0.12%
19,175
+1,300
149
$1.12M 0.12%
25,967
-134
150
$1.1M 0.11%
32,020
-400
4 5
6
7 8