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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$353K 0.04%
2,376
-385
252
$348K 0.04%
3,910
253
$345K 0.03%
2,810
-13
254
$344K 0.03%
6,429
255
$339K 0.03%
3,950
-600
256
$332K 0.03%
5,850
-65
257
$326K 0.03%
7,264
-1,878
258
$322K 0.03%
+13,589
259
$320K 0.03%
3,238
-58
260
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5,411
-55
261
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2,342
262
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5,497
263
$314K 0.03%
5,835
-305
264
$308K 0.03%
1,372
-40
265
$303K 0.03%
9,483
266
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2,543
+100
267
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2,492
268
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2,407
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269
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11,880
270
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-80
271
$274K 0.03%
2,465
272
$273K 0.03%
4,114
273
$271K 0.03%
1,622
-200
274
$267K 0.03%
4,496
-10,170
275
$266K 0.03%
4,446
-100
9 10
11
12 13