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
126
$1.36M 0.15%
42,500
-5,500
127
$1.36M 0.15%
22,698
+200
128
$1.36M 0.15%
26,711
-244
129
$1.34M 0.15%
8,053
-110
130
$1.33M 0.15%
6,545
-175
131
$1.33M 0.15%
19,953
-2,150
132
$1.32M 0.15%
13,240
+157
133
$1.32M 0.15%
9,630
+545
134
$1.28M 0.14%
10,032
+35
135
$1.27M 0.14%
39,614
-988
136
$1.27M 0.14%
9,694
-1,194
137
$1.27M 0.14%
27,322
+15,013
138
$1.27M 0.14%
20,246
+634
139
$1.25M 0.14%
19,548
-1,814
140
$1.24M 0.14%
14,804
+64
141
$1.23M 0.14%
33,371
-1,289
142
$1.19M 0.13%
22,318
+15,923
143
$1.19M 0.13%
15,466
-347
144
$1.17M 0.13%
13,650
+250
145
$1.13M 0.13%
11,632
-745
146
$1.13M 0.13%
17,277
+97
147
$1.11M 0.12%
9,598
-1,108
148
$1.09M 0.12%
6,747
+2,055
149
$1.07M 0.12%
18,701
-185
150
$1.07M 0.12%
18,008
-1,225
4 5
6
7 8