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
201
$960K 0.08%
2,227
+23
202
$950K 0.08%
9,776
-110
203
$949K 0.08%
3,994
-245
204
$940K 0.07%
20,427
-14,056
205
$937K 0.07%
14,199
-2,156
206
$936K 0.07%
16,047
-196
207
$925K 0.07%
10,825
-1,846
208
$922K 0.07%
17,589
+3,443
209
$914K 0.07%
15,639
+83
210
$909K 0.07%
27,934
-2,305
211
$907K 0.07%
21,803
-19,492
212
$903K 0.07%
8,995
+533
213
$884K 0.07%
3,114
-22
214
$880K 0.07%
8,376
+606
215
$876K 0.07%
9,730
-302
216
$871K 0.07%
27,219
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217
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7,987
+517
218
$853K 0.07%
9,652
219
$851K 0.07%
9,166
-163
220
$842K 0.07%
19,343
-27,875
221
$836K 0.07%
3,738
-40
222
$831K 0.07%
40,884
-20,074
223
$830K 0.07%
3,393
-458
224
$819K 0.07%
5,545
-5
225
$817K 0.06%
15,114
+989
7 8
9
10 11