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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$463K 0.04%
13,585
-235
252
$461K 0.04%
+7,403
253
$461K 0.04%
4,452
+1,197
254
$459K 0.04%
5,728
+1
255
$450K 0.04%
+30,500
256
$447K 0.04%
+1,590
257
$447K 0.04%
3,284
-270
258
$442K 0.04%
4,765
-215
259
$435K 0.04%
+6,650
260
$432K 0.04%
2,527
261
$432K 0.04%
4,081
262
$430K 0.04%
6,614
-193
263
$415K 0.04%
17,480
264
$408K 0.04%
21,970
-425
265
$395K 0.04%
+12,742
266
$392K 0.04%
+10,380
267
$388K 0.03%
+4,815
268
$383K 0.03%
2,200
269
$381K 0.03%
10,372
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270
$375K 0.03%
10,173
271
$367K 0.03%
27,915
-527
272
$366K 0.03%
3,910
273
$364K 0.03%
11,028
274
$360K 0.03%
664
+160
275
$355K 0.03%
5,115
-500
9 10
11
12 13