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
176
$1.07M 0.1%
13,915
+660
177
$1.06M 0.1%
16,325
-2,740
178
$1.06M 0.1%
18,045
-520
179
$1.06M 0.09%
5,016
-125
180
$1.05M 0.09%
36,204
+16,963
181
$1.04M 0.09%
13,198
-400
182
$1.04M 0.09%
9,131
-355
183
$1.02M 0.09%
19,096
+355
184
$1.01M 0.09%
31,096
-561
185
$980K 0.09%
9,226
-163
186
$977K 0.09%
16,675
187
$961K 0.09%
10,380
-95
188
$929K 0.08%
17,901
-192
189
$927K 0.08%
16,240
190
$918K 0.08%
9,777
-1,000
191
$906K 0.08%
15,330
+2,650
192
$897K 0.08%
3,207
-94
193
$892K 0.08%
6,957
+79
194
$879K 0.08%
6,584
195
$870K 0.08%
6,786
+94
196
$869K 0.08%
9,171
-230
197
$865K 0.08%
14,178
+598
198
$849K 0.08%
5,940
-422
199
$847K 0.08%
13,100
200
$845K 0.08%
10,086
-130
6 7
8
9 10