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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$539K 0.04%
6,910
-107
227
$536K 0.04%
2,494
-163
228
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4,051
229
$529K 0.04%
38,900
230
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13,400
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231
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2,703
+62
232
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842
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233
$515K 0.04%
3,685
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234
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16,320
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235
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1,036
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236
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8,317
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237
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238
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2,315
239
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240
$503K 0.04%
8,037
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241
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1,525
242
$491K 0.04%
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243
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244
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12,900
245
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246
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4,833
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247
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8,069
248
$466K 0.03%
3,524
249
$452K 0.03%
1,771
-168
250
$445K 0.03%
2,131
8 9
10
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