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
176
$1.05M 0.09%
8,713
-1,741
177
$1.04M 0.09%
25,488
-1,025
178
$1.04M 0.09%
21,344
-2,302
179
$1.04M 0.09%
6,732
+65
180
$1.03M 0.09%
2,342
+64
181
$1.02M 0.09%
15,920
-540
182
$1.02M 0.09%
19,461
+1,227
183
$1.02M 0.09%
19,217
-282
184
$992K 0.08%
13,804
+105
185
$986K 0.08%
16,175
186
$980K 0.08%
2,759
+50
187
$957K 0.08%
11,432
-600
188
$949K 0.08%
4,107
+65
189
$941K 0.08%
25,162
-365
190
$934K 0.08%
6,156
-17,533
191
$930K 0.08%
4,387
-170
192
$915K 0.08%
9,948
-388
193
$899K 0.08%
19,172
-459
194
$895K 0.08%
23,473
-401
195
$894K 0.08%
21,344
-940
196
$874K 0.07%
13,167
-750
197
$871K 0.07%
7,623
-15
198
$858K 0.07%
13,263
-880
199
$856K 0.07%
7,643
+61
200
$818K 0.07%
41,344
-24,231
6 7
8
9 10