SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$520K 0.04%
4,005
+30
252
$519K 0.04%
5,814
-184
253
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82,628
-226,882
254
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255
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12,411
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256
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257
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8,510
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258
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9,173
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259
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260
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5,474
261
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6,163
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262
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263
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45,877
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264
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265
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266
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267
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268
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12,550
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269
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270
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271
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9,676
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272
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2,518
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273
$396K 0.03%
3,140
-394
274
$395K 0.03%
2,095
275
$386K 0.03%
2,825
-253
9 10
11
12 13