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
151
$1.1M 0.11%
+20,323
152
$1.1M 0.11%
12,747
-36,062
153
$1.06M 0.11%
25,358
+1,560
154
$1.06M 0.11%
5,393
+1,005
155
$1.05M 0.11%
11,407
-75
156
$1.05M 0.11%
32,526
+2,192
157
$1.01M 0.1%
21,531
+16,196
158
$1M 0.1%
7,219
+831
159
$993K 0.1%
7,593
160
$982K 0.1%
34,808
+2,142
161
$972K 0.1%
15,523
-1,400
162
$969K 0.1%
36,050
-30
163
$965K 0.1%
27,838
+3,209
164
$949K 0.1%
7,926
+1,102
165
$924K 0.1%
19,220
+1,131
166
$909K 0.09%
10,043
+479
167
$894K 0.09%
13,067
+647
168
$883K 0.09%
26,568
+7,142
169
$874K 0.09%
7,994
+481
170
$851K 0.09%
26,444
-27
171
$842K 0.09%
14,831
-5,707
172
$841K 0.09%
17,520
+3,360
173
$840K 0.09%
12,228
+3
174
$830K 0.09%
12,492
-360
175
$820K 0.08%
11,257
+796
5 6
7
8 9