SB
Simmons Bank Portfolio holdings
AUM
$1.4B
1-Year Return
18.91%
This Quarter Return
+6.93%
1 Year Return
+18.91%
3 Year Return
+72.97%
5 Year Return
+121.22%
10 Year Return
–
AUM
$993M
AUM Growth
+$27M
(+2.8%)
Cap. Flow
-$34M
Cap. Flow
% of AUM
-3.43%
Top 10 Holdings %
Top 10 Hldgs %
41.75%
Holding
318
New
6
Increased
67
Reduced
184
Closed
18
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$3.03M |
| 2 |
Schlumberger
SLB
|
$2.24M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$2M |
| 4 |
O'Reilly Automotive
ORLY
|
$1.62M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.57M |
Top Sells
Sector Composition
| 1 | Technology | 17.76% |
| 2 | Financials | 11.79% |
| 3 | Consumer Discretionary | 8.19% |
| 4 | Consumer Staples | 4.99% |
| 5 | Healthcare | 4.66% |
