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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$704K 0.07%
3,567
-738
227
$702K 0.07%
13,260
+650
228
$697K 0.07%
9,972
-120
229
$692K 0.07%
13,595
-685
230
$691K 0.07%
14,015
-785
231
$685K 0.07%
13,788
-3,768
232
$680K 0.07%
8,294
-197
233
$672K 0.07%
5,950
234
$670K 0.06%
8,078
-44
235
$660K 0.06%
10,719
236
$656K 0.06%
6,528
-165
237
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12,599
-188
238
$638K 0.06%
18,553
239
$638K 0.06%
29,368
+482
240
$637K 0.06%
2
-8
241
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14,125
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242
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8,185
243
$619K 0.06%
4,245
244
$610K 0.06%
6,422
-50
245
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+19,877
246
$586K 0.06%
6,424
247
$586K 0.06%
11,911
+7,534
248
$583K 0.06%
20,143
+2,951
249
$571K 0.06%
+4,025
250
$569K 0.06%
1,213
-1
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10
11 12