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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$421K 0.04%
8,433
252
$416K 0.03%
5,698
+640
253
$412K 0.03%
18,965
+1,000
254
$406K 0.03%
4,950
255
$403K 0.03%
5,400
-50
256
$401K 0.03%
22,518
257
$399K 0.03%
5,916
-2,264
258
$396K 0.03%
2,365
-112
259
$393K 0.03%
9,166
260
$383K 0.03%
896
261
$376K 0.03%
1,714
+102
262
$375K 0.03%
+4,965
263
$373K 0.03%
5,289
-82
264
$371K 0.03%
2,812
-8,640
265
$369K 0.03%
33,700
+3,000
266
$360K 0.03%
3,281
+989
267
$360K 0.03%
2,250
268
$359K 0.03%
1,525
-210
269
$357K 0.03%
9,155
+283
270
$353K 0.03%
4,350
-75
271
$348K 0.03%
2,631
-20
272
$341K 0.03%
2,911
-1,500
273
$340K 0.03%
2,675
274
$339K 0.03%
2,959
275
$336K 0.03%
11,347
+1,494
9 10
11
12 13