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
126
$1.93M 0.17%
32,645
+270
127
$1.92M 0.17%
32,163
-1,014
128
$1.88M 0.17%
34,890
-806
129
$1.88M 0.17%
29,771
+1,093
130
$1.84M 0.17%
39,361
-375
131
$1.76M 0.16%
5,429
-101
132
$1.72M 0.15%
52,863
+879
133
$1.68M 0.15%
57,874
-9,368
134
$1.67M 0.15%
4,288
-981
135
$1.65M 0.15%
34,502
+770
136
$1.63M 0.15%
12,348
-208
137
$1.57M 0.14%
31,525
-893
138
$1.57M 0.14%
42,858
-19,131
139
$1.56M 0.14%
10,588
-64
140
$1.56M 0.14%
9,147
+16
141
$1.54M 0.14%
14,235
-247
142
$1.52M 0.14%
10,477
+2,133
143
$1.51M 0.14%
29,399
+6,704
144
$1.51M 0.14%
12,913
+88
145
$1.46M 0.13%
8,906
+37
146
$1.45M 0.13%
21,071
+605
147
$1.43M 0.13%
12,673
-200
148
$1.4M 0.13%
12,845
-125
149
$1.38M 0.12%
25,124
-500
150
$1.36M 0.12%
25,296
+1,858
4 5
6
7 8