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
$1.32B
AUM Growth
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$549K 0.04%
10,711
227
$541K 0.04%
823
+2
228
$538K 0.04%
921
+9
229
$528K 0.04%
5,241
-784
230
$527K 0.04%
2,617
-780
231
$523K 0.04%
2,657
-35
232
$514K 0.04%
8,097
-104
233
$511K 0.04%
5,400
234
$510K 0.04%
7,017
+97
235
$506K 0.04%
4,051
-597
236
$486K 0.04%
1,115
-7
237
$479K 0.04%
1,525
238
$474K 0.04%
602
-72
239
$470K 0.04%
2,315
-50
240
$468K 0.04%
1,562
-271
241
$462K 0.03%
2,641
242
$461K 0.03%
1,939
-807
243
$458K 0.03%
2,131
244
$457K 0.03%
3,451
-685
245
$449K 0.03%
7,484
-102
246
$443K 0.03%
1,707
-61
247
$438K 0.03%
9,129
248
$436K 0.03%
4,367
+67
249
$435K 0.03%
8,069
-332
250
$431K 0.03%
12,900
-165
8 9
10
11 12