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
$1.22B
AUM Growth
+$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.49M
3
+$1.4M
4
DG icon
Dollar General
DG
+$1.3M
5
AZN icon
AstraZeneca
AZN
+$1.26M

Top Sells

1
+$2.02M
2
+$1.93M
3
+$1.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.35M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.32M

Sector Composition

1 Consumer Discretionary 13.74%
2 Technology 13.65%
3 Financials 9.6%
4 Healthcare 7.55%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$443K 0.04%
9,005
-5,199
252
$442K 0.04%
22,824
+306
253
$439K 0.04%
3,400
-15
254
$436K 0.04%
942
255
$435K 0.04%
7,568
256
$434K 0.04%
5,996
+245
257
$432K 0.04%
1,390
-67
258
$427K 0.03%
3,610
-312
259
$415K 0.03%
1,845
-3
260
$405K 0.03%
5,389
261
$403K 0.03%
9,129
262
$401K 0.03%
4,350
263
$400K 0.03%
8,345
264
$396K 0.03%
1,525
265
$391K 0.03%
3,006
266
$387K 0.03%
1,717
267
$386K 0.03%
2,365
268
$386K 0.03%
2,560
269
$379K 0.03%
3,529
-846
270
$375K 0.03%
1,433
+27
271
$375K 0.03%
8,863
-292
272
$371K 0.03%
7,069
-500
273
$363K 0.03%
2,675
274
$361K 0.03%
+2,500
275
$359K 0.03%
2,203
9 10
11
12 13