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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$570K 0.05%
1,120
227
$567K 0.05%
+18,267
228
$563K 0.05%
8,885
229
$554K 0.05%
3,591
-6,307
230
$553K 0.05%
11,292
-48
231
$549K 0.05%
15,000
232
$546K 0.05%
+1,948
233
$544K 0.05%
7,985
+17
234
$544K 0.05%
+8,404
235
$536K 0.05%
+13,500
236
$536K 0.05%
11,529
237
$533K 0.05%
11,561
+1,580
238
$527K 0.05%
2,385
-608
239
$514K 0.05%
8,414
-26
240
$510K 0.05%
11,906
+114
241
$505K 0.05%
12,750
242
$501K 0.05%
+7,524
243
$500K 0.04%
6,060
-545
244
$499K 0.04%
+7,531
245
$481K 0.04%
6,568
+99
246
$480K 0.04%
19,587
247
$474K 0.04%
7,623
-395
248
$473K 0.04%
3,404
+4
249
$472K 0.04%
6,997
-307
250
$467K 0.04%
2,665
-1,355
8 9
10
11 12