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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$562K 0.05%
9,520
+353
252
$556K 0.05%
3,099
253
$554K 0.05%
10,122
-2,262
254
$545K 0.05%
4,766
255
$543K 0.05%
24,955
-500
256
$543K 0.05%
18,060
+63
257
$536K 0.05%
26,780
258
$533K 0.05%
10,201
-4,703
259
$528K 0.05%
12,338
+135
260
$525K 0.05%
12,422
+2,756
261
$522K 0.05%
15,000
262
$514K 0.05%
4,718
-1,115
263
$509K 0.05%
17,670
+2,000
264
$492K 0.05%
42,752
+25,252
265
$487K 0.05%
21,424
-480
266
$485K 0.05%
8,901
+267
267
$484K 0.05%
10,266
-174
268
$482K 0.05%
6,817
-75
269
$482K 0.05%
11,683
-1,420
270
$466K 0.05%
+9,465
271
$461K 0.04%
3,125
272
$456K 0.04%
3,868
-709
273
$449K 0.04%
3,015
274
$442K 0.04%
3,220
275
$440K 0.04%
2,983
-1
9 10
11
12 13