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
$898M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$87.7M
2
+$85.1M
3
+$56.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$29.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.16%
2 Financials 12.71%
3 Consumer Discretionary 8.93%
4 Consumer Staples 4.53%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$255K 0.03%
+7,653
227
$251K 0.03%
+11,947
228
$250K 0.03%
+2,200
229
$243K 0.03%
+10,529
230
$238K 0.03%
+6,500
231
$234K 0.03%
+14,438
232
$233K 0.03%
+14,325
233
$232K 0.03%
+7,260
234
$223K 0.02%
+1,981
235
$219K 0.02%
+5,459
236
$216K 0.02%
+11,150
237
$211K 0.02%
+6,922
238
$202K 0.02%
+5,516
239
$170K 0.02%
+7,156
240
$151K 0.02%
+19,183
241
$113K 0.01%
+14,000
242
$110K 0.01%
+12,022
243
$66K 0.01%
+15,570
244
$53K 0.01%
+10,000
6 7 8 9
10