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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$259K 0.03%
504
277
$258K 0.03%
14,948
278
$257K 0.03%
4,569
+374
279
$252K 0.03%
23,418
-2,964
280
$250K 0.03%
5,822
-1,788
281
$250K 0.03%
6,883
282
$247K 0.02%
2,703
283
$241K 0.02%
4,764
-376
284
$240K 0.02%
4,288
285
$238K 0.02%
1,907
-178
286
$238K 0.02%
6,250
+72
287
$238K 0.02%
4,300
-600
288
$236K 0.02%
1,724
289
$229K 0.02%
1,898
290
$219K 0.02%
5,649
-1,429
291
$217K 0.02%
9,655
292
$215K 0.02%
+3,668
293
$210K 0.02%
658
-10
294
$208K 0.02%
+4,321
295
$208K 0.02%
6,318
-7,619
296
$207K 0.02%
+3,598
297
$204K 0.02%
14,438
298
$166K 0.02%
6,630
-735
299
$139K 0.01%
12,887
300
– –
-2,437
9 10 11
12
13