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
151
$1.56M 0.13%
22,390
+232
152
$1.56M 0.13%
18,255
-819
153
$1.51M 0.13%
7,768
-169
154
$1.49M 0.13%
6,534
-417
155
$1.49M 0.13%
8,677
-109
156
$1.47M 0.13%
8,890
-432
157
$1.45M 0.12%
25,852
-1,319
158
$1.4M 0.12%
14,406
-384
159
$1.39M 0.12%
19,052
+3,027
160
$1.36M 0.12%
12,308
-11
161
$1.33M 0.11%
21,856
-2,500
162
$1.31M 0.11%
23,950
-875
163
$1.26M 0.11%
6,514
-755
164
$1.26M 0.11%
3,746
-43
165
$1.25M 0.11%
14,514
-5,293
166
$1.24M 0.11%
33,176
-12,522
167
$1.24M 0.11%
10,149
+510
168
$1.2M 0.1%
11,426
-5,917
169
$1.17M 0.1%
23,790
-66
170
$1.16M 0.1%
+54,165
171
$1.13M 0.1%
8,463
+1,448
172
$1.13M 0.1%
31,208
+5,049
173
$1.08M 0.09%
21,415
+250
174
$1.08M 0.09%
9,686
+1,380
175
$1.08M 0.09%
30,531
+908
5 6
7
8 9