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
$894M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$2.09M
3
+$2.02M
4
SLB icon
SLB Limited
SLB
+$1.62M
5
PSX icon
Phillips 66
PSX
+$968K

Top Sells

1
+$21.7M
2
+$2.23M
3
+$2.19M
4
CME icon
CME Group
CME
+$1.62M
5
BAC icon
Bank of America
BAC
+$1.43M

Sector Composition

1 Financials 14.39%
2 Consumer Discretionary 9.98%
3 Technology 7.31%
4 Healthcare 7.02%
5 Consumer Staples 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$795K 0.09%
21,175
+11,675
177
$751K 0.08%
7,672
-200
178
$747K 0.08%
17,331
+357
179
$744K 0.08%
5,271
+125
180
$741K 0.08%
35,802
-1,050
181
$737K 0.08%
4,655
+300
182
$734K 0.08%
3,340
+1,513
183
$733K 0.08%
18,267
-523
184
$731K 0.08%
9,700
-50
185
$720K 0.08%
11,046
-660
186
$720K 0.08%
17,538
-1,400
187
$716K 0.08%
5,222
+2,471
188
$711K 0.08%
+6,696
189
$710K 0.08%
16,059
+689
190
$708K 0.08%
7,705
-1,680
191
$701K 0.08%
4,686
192
$685K 0.08%
6,704
193
$684K 0.08%
9,217
-51
194
$673K 0.08%
27,370
-1,855
195
$672K 0.08%
4,183
-5
196
$664K 0.07%
18,288
-6,680
197
$658K 0.07%
6,960
+41
198
$656K 0.07%
3,478
+375
199
$652K 0.07%
14,400
+220
200
$650K 0.07%
9,527
+374
6 7
8
9 10