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
201
$656K 0.07%
7,127
+1,835
202
$655K 0.07%
15,960
-820
203
$652K 0.07%
6,877
-60
204
$651K 0.07%
4,921
+995
205
$639K 0.07%
45,493
+23,352
206
$629K 0.07%
16,803
-150
207
$626K 0.06%
8,106
+1,030
208
$623K 0.06%
17,443
+331
209
$622K 0.06%
9,142
210
$622K 0.06%
6,930
211
$615K 0.06%
7,134
212
$614K 0.06%
6,408
-30
213
$614K 0.06%
7,980
+1,480
214
$584K 0.06%
37,729
-17,817
215
$581K 0.06%
1,120
216
$578K 0.06%
14,782
+1,519
217
$578K 0.06%
9,650
-100
218
$570K 0.06%
5,075
-50
219
$564K 0.06%
11,703
-1,354
220
$563K 0.06%
8,063
-350
221
$547K 0.06%
15,000
-5,000
222
$539K 0.06%
11,906
+130
223
$535K 0.06%
+6,605
224
$524K 0.05%
10,916
-1,627
225
$517K 0.05%
19,837
7 8
9
10 11