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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$566K 0.05%
1,717
+833
227
$559K 0.05%
13,111
-868
228
$546K 0.05%
4,754
229
$542K 0.05%
3,124
+429
230
$527K 0.04%
1,157
-40
231
$525K 0.04%
7,210
232
$519K 0.04%
10,347
+309
233
$518K 0.04%
1
234
$512K 0.04%
3,430
+6
235
$501K 0.04%
8,747
236
$500K 0.04%
724
-33
237
$499K 0.04%
12,011
-1,982
238
$496K 0.04%
2,000
+8
239
$490K 0.04%
6,861
-304
240
$477K 0.04%
1,911
+11
241
$470K 0.04%
2,415
-75
242
$467K 0.04%
5,192
-175
243
$461K 0.04%
4,685
-782
244
$460K 0.04%
2,776
245
$459K 0.04%
2,461
-634
246
$446K 0.04%
29,504
+680
247
$444K 0.04%
14,632
+2,892
248
$441K 0.04%
7,568
249
$440K 0.04%
6,953
-111
250
$428K 0.04%
2,067
+774
8 9
10
11 12