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
176
$1.21M 0.1%
34,608
-1,250
177
$1.21M 0.1%
7,718
+10
178
$1.2M 0.1%
37,774
-589
179
$1.19M 0.09%
9,826
-147
180
$1.17M 0.09%
4,280
+432
181
$1.15M 0.09%
41,222
182
$1.14M 0.09%
27,281
-142
183
$1.13M 0.09%
9,349
-4,741
184
$1.13M 0.09%
18,675
185
$1.1M 0.09%
15,588
-200
186
$1.09M 0.09%
16,038
-8,616
187
$1.08M 0.09%
13,856
-80
188
$1.07M 0.09%
9,950
+539
189
$1.07M 0.08%
11,713
-838
190
$1.06M 0.08%
16,961
-1,090
191
$1.05M 0.08%
24,080
+11,530
192
$1.04M 0.08%
6,137
-2,408
193
$1.02M 0.08%
4,100
+335
194
$1.02M 0.08%
21,281
+1,464
195
$1.02M 0.08%
15,265
+150
196
$1M 0.08%
17,361
197
$997K 0.08%
24,919
+990
198
$983K 0.08%
6,819
+235
199
$967K 0.08%
27,515
-1,415
200
$964K 0.08%
29,090
-30
6 7
8
9 10