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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$670K 0.06%
17,261
+6,114
227
$658K 0.05%
14,125
228
$655K 0.05%
3,755
-170
229
$651K 0.05%
72,042
+27,324
230
$651K 0.05%
10,679
+207
231
$650K 0.05%
17,893
-960
232
$649K 0.05%
15,322
+125
233
$642K 0.05%
4,297
+5
234
$642K 0.05%
14,865
+1,300
235
$640K 0.05%
24,776
+9,793
236
$627K 0.05%
20,590
-75
237
$626K 0.05%
6,677
-1,493
238
$622K 0.05%
8,185
-75
239
$622K 0.05%
3,231
-111
240
$620K 0.05%
14,982
+537
241
$604K 0.05%
42,307
+18,071
242
$600K 0.05%
14,800
-1,175
243
$583K 0.05%
2,915
-75
244
$571K 0.05%
5,825
+1,420
245
$565K 0.05%
14,457
-22,548
246
$564K 0.05%
10,264
-182
247
$563K 0.05%
24,955
248
$556K 0.05%
14,263
-1,693
249
$536K 0.04%
16,990
-40
250
$535K 0.04%
2
8 9
10
11 12