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
126
$2.34M 0.19%
46,866
-520
127
$2.29M 0.18%
10,313
+60
128
$2.29M 0.18%
6,418
+555
129
$2.22M 0.18%
6,334
+52
130
$2.22M 0.18%
73,724
-71,804
131
$2.2M 0.17%
32,046
132
$2.19M 0.17%
22,825
-890
133
$2.15M 0.17%
31,925
-337
134
$2.15M 0.17%
43,941
135
$2.14M 0.17%
45,980
-850
136
$2.12M 0.17%
12,803
+872
137
$2.08M 0.17%
18,085
+35
138
$2.08M 0.17%
8,945
-15
139
$2.05M 0.16%
5,766
-1,811
140
$2.02M 0.16%
12,020
-5,754
141
$2.02M 0.16%
7,731
+280
142
$1.96M 0.16%
13,133
+135
143
$1.92M 0.15%
32,014
+8,139
144
$1.86M 0.15%
15,591
-4,654
145
$1.86M 0.15%
30,124
+547
146
$1.85M 0.15%
18,223
+175
147
$1.81M 0.14%
21,126
-607
148
$1.79M 0.14%
43,410
-8,299
149
$1.76M 0.14%
9,026
150
$1.64M 0.13%
20,433
-1,002
4 5
6
7 8