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
$1.37B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.47M
3
+$1.38M
4
TFC icon
Truist Financial
TFC
+$567K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$489K

Top Sells

1
+$1.1M
2
+$1.04M
3
+$814K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$736K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$734K

Sector Composition

1 Technology 15.96%
2 Consumer Discretionary 14.18%
3 Financials 8.83%
4 Healthcare 6.4%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$439K 0.03%
1,562
252
$433K 0.03%
+342
253
$433K 0.03%
7,075
+2,775
254
$432K 0.03%
1,920
-15
255
$431K 0.03%
1,435
+100
256
$416K 0.03%
9,129
257
$415K 0.03%
1,771
258
$414K 0.03%
12,900
259
$413K 0.03%
7,484
260
$404K 0.03%
8,528
-14
261
$403K 0.03%
4,210
262
$394K 0.03%
11,331
-16
263
$388K 0.03%
1,079
-53
264
$385K 0.03%
12,260
+3,687
265
$383K 0.03%
3,000
266
$377K 0.03%
+14,500
267
$371K 0.03%
1,844
-51
268
$368K 0.03%
6,104
+10
269
$363K 0.03%
1,432
270
$361K 0.03%
4,245
-87
271
$359K 0.03%
759
-15
272
$357K 0.03%
348
-61
273
$356K 0.03%
7,500
274
$354K 0.03%
2,675
275
$353K 0.03%
1,465
+100
9 10
11
12 13