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
126
$2.02M 0.17%
9,070
-1,227
127
$2.01M 0.17%
23,050
+2,649
128
$2M 0.17%
15,224
-1,633
129
$2M 0.17%
29,482
+2,383
130
$1.99M 0.17%
34,553
-1,552
131
$1.93M 0.16%
12,477
-100
132
$1.92M 0.16%
53,305
+1,539
133
$1.9M 0.16%
11,452
-71
134
$1.85M 0.16%
11,124
+135
135
$1.8M 0.15%
25,690
+8,810
136
$1.79M 0.15%
7,942
-683
137
$1.79M 0.15%
92,916
-10,811
138
$1.74M 0.15%
8,548
-668
139
$1.72M 0.15%
20,755
-1,557
140
$1.71M 0.15%
38,381
-4,863
141
$1.71M 0.15%
22,950
+1,269
142
$1.66M 0.14%
10,720
-1,642
143
$1.66M 0.14%
14,127
-370
144
$1.63M 0.14%
28,067
-1,829
145
$1.63M 0.14%
25,636
+8,833
146
$1.61M 0.14%
21,024
-5,557
147
$1.59M 0.14%
16,008
-3,717
148
$1.58M 0.13%
21,001
+288
149
$1.57M 0.13%
45,805
-3,113
150
$1.57M 0.13%
23,987
+775
4 5
6
7 8