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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$643K 0.05%
5,013
-350
252
$640K 0.05%
4,994
-40
253
$618K 0.05%
8,260
-50
254
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24,286
-3,400
255
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3,851
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256
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8,561
-347
257
$582K 0.04%
2,049
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258
$581K 0.04%
9,785
+1,457
259
$572K 0.04%
1,768
+106
260
$571K 0.04%
7,391
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261
$558K 0.04%
3,304
262
$556K 0.04%
7,750
263
$550K 0.04%
34,943
-1,441
264
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12,500
265
$543K 0.04%
7,978
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266
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268
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11,457
269
$523K 0.04%
12,804
270
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8,555
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271
$506K 0.04%
5,978
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272
$506K 0.04%
4,576
+212
273
$497K 0.04%
8,800
274
$492K 0.04%
2,760
-25
275
$487K 0.04%
7,200
-79
9 10
11
12 13