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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$428K 0.03%
21,368
-1,003
252
$425K 0.03%
3,524
253
$425K 0.03%
3,750
+200
254
$422K 0.03%
7,101
-410
255
$421K 0.03%
+3,950
256
$415K 0.03%
1,717
-39
257
$404K 0.03%
8,427
258
$390K 0.03%
3,779
-1,300
259
$388K 0.03%
2,340
-25
260
$387K 0.03%
1,903
+436
261
$384K 0.03%
3,327
-151
262
$382K 0.03%
3,584
+397
263
$376K 0.03%
894
-345
264
$375K 0.03%
11,347
265
$367K 0.03%
2,675
266
$366K 0.03%
18,400
+5,900
267
$366K 0.03%
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268
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1,985
-181
269
$359K 0.03%
3,311
-338
270
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2,215
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271
$358K 0.03%
1,844
-231
272
$357K 0.03%
8,542
-321
273
$356K 0.03%
3,000
274
$350K 0.03%
1,902
275
$346K 0.03%
5,290
+605
9 10
11
12 13