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
201
$810K 0.07%
28,568
-17,166
202
$802K 0.07%
6,532
-106
203
$799K 0.07%
4,050
-181
204
$793K 0.07%
8,203
-375
205
$757K 0.06%
7,559
-525
206
$744K 0.06%
21,695
-372
207
$739K 0.06%
3,098
-43
208
$727K 0.06%
3,493
209
$713K 0.06%
5,383
-175
210
$685K 0.06%
13,979
+993
211
$678K 0.06%
5,032
+1,422
212
$678K 0.06%
3,361
-44
213
$676K 0.06%
5,744
-495
214
$675K 0.06%
+5,192
215
$665K 0.06%
17,203
+400
216
$663K 0.06%
17,470
-250
217
$652K 0.06%
3,423
-30
218
$650K 0.06%
4,919
-360
219
$645K 0.06%
+3,994
220
$645K 0.06%
21,527
-343
221
$640K 0.05%
17,273
-5,150
222
$616K 0.05%
4,411
-43
223
$611K 0.05%
7,236
-562
224
$608K 0.05%
3,096
+22
225
$596K 0.05%
5,410
-50
7 8
9
10 11