SB
Simmons Bank Portfolio holdings
AUM
$1.4B
1-Year Return
18.91%
This Quarter Return
+7.02%
1 Year Return
+18.91%
3 Year Return
+72.97%
5 Year Return
+121.22%
10 Year Return
–
AUM
$1.38B
AUM Growth
+$56.6M
(+4.3%)
Cap. Flow
-$27.8M
Cap. Flow
% of AUM
-2.01%
Top 10 Holdings %
Top 10 Hldgs %
30.36%
Holding
342
New
14
Increased
94
Reduced
166
Closed
7
Top Buys
| 1 |
Dell
DELL
|
$5.21M |
| 2 |
Thermo Fisher Scientific
TMO
|
$1.91M |
| 3 |
Ulta Beauty
ULTA
|
$1.75M |
| 4 |
Truist Financial
TFC
|
$1.45M |
| 5 |
Veeva Systems
VEEV
|
$952K |
Top Sells
| 1 |
Simmons First National
SFNC
|
$11.3M |
| 2 |
O'Reilly Automotive
ORLY
|
$5.08M |
| 3 |
Adobe
ADBE
|
$3.68M |
| 4 |
Cummins
CMI
|
$3.54M |
| 5 |
Nike
NKE
|
$3.51M |
Sector Composition
| 1 | Technology | 15.59% |
| 2 | Consumer Discretionary | 13.44% |
| 3 | Financials | 8.38% |
| 4 | Healthcare | 7.2% |
| 5 | Consumer Staples | 5.8% |
