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
176
$795K 0.08%
14,962
+1,402
177
$779K 0.08%
23,730
178
$763K 0.08%
3,383
+115
179
$761K 0.08%
9,356
+636
180
$760K 0.08%
5,592
+1,428
181
$759K 0.08%
14,666
+820
182
$758K 0.08%
16,556
-1,742
183
$757K 0.08%
6,965
+389
184
$754K 0.08%
4,955
+375
185
$746K 0.08%
15,767
186
$736K 0.08%
15,414
-11,022
187
$733K 0.08%
9,633
+1,557
188
$729K 0.08%
40,296
+2,397
189
$718K 0.07%
6,821
+4,659
190
$717K 0.07%
10,360
-320
191
$713K 0.07%
17,059
-13,267
192
$712K 0.07%
15,460
-482
193
$712K 0.07%
11,090
-237
194
$712K 0.07%
9,676
195
$707K 0.07%
9,208
+930
196
$693K 0.07%
3,371
+848
197
$682K 0.07%
4,829
+1,219
198
$681K 0.07%
43,280
-318
199
$667K 0.07%
16,575
-240
200
$663K 0.07%
4,942
6 7
8
9 10