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
151
$1.31M 0.12%
21,270
+1,302
152
$1.3M 0.12%
+26,569
153
$1.29M 0.12%
27,369
+350
154
$1.29M 0.12%
4,342
+364
155
$1.28M 0.12%
29,715
-325
156
$1.28M 0.11%
15,934
-14
157
$1.27M 0.11%
21,262
-380
158
$1.27M 0.11%
11,980
-58
159
$1.23M 0.11%
32,580
+220
160
$1.23M 0.11%
28,000
-9,500
161
$1.23M 0.11%
4,622
-118
162
$1.22M 0.11%
30,719
-2,841
163
$1.2M 0.11%
12,681
-979
164
$1.16M 0.1%
9,277
+10
165
$1.15M 0.1%
19,207
-922
166
$1.15M 0.1%
17,779
-80
167
$1.14M 0.1%
9,163
-470
168
$1.14M 0.1%
52,633
+21,804
169
$1.12M 0.1%
3,763
170
$1.11M 0.1%
94,801
-9,646
171
$1.11M 0.1%
11,157
-370
172
$1.1M 0.1%
16,023
-5,777
173
$1.09M 0.1%
20,291
+1,901
174
$1.08M 0.1%
9,252
+196
175
$1.07M 0.1%
13,236
5 6
7
8 9