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
151
$1.63M 0.13%
54,069
-6,952
152
$1.61M 0.13%
44,627
-1,223
153
$1.55M 0.12%
31,510
-675
154
$1.54M 0.12%
35,209
+444
155
$1.53M 0.12%
21,109
+366
156
$1.52M 0.12%
10,378
+735
157
$1.5M 0.12%
36,558
-9,500
158
$1.5M 0.12%
25,467
-6,618
159
$1.46M 0.12%
13,295
-2,524
160
$1.45M 0.11%
50,051
-33,724
161
$1.43M 0.11%
8,703
+400
162
$1.42M 0.11%
17,502
+1,010
163
$1.41M 0.11%
64,608
+15,234
164
$1.36M 0.11%
18,255
-7,006
165
$1.36M 0.11%
20,188
+134
166
$1.29M 0.1%
25,341
-324
167
$1.28M 0.1%
20,663
-45
168
$1.28M 0.1%
13,515
-5,082
169
$1.26M 0.1%
10,512
170
$1.26M 0.1%
8,897
+15
171
$1.24M 0.1%
10,344
-3,939
172
$1.24M 0.1%
16,457
-3,267
173
$1.23M 0.1%
4,043
-50
174
$1.22M 0.1%
14,777
+535
175
$1.22M 0.1%
15,697
+126
5 6
7
8 9