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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$354K 0.03%
14,735
-24,197
277
$352K 0.03%
+4,882
278
$350K 0.03%
+7,643
279
$347K 0.03%
10,151
+251
280
$347K 0.03%
8,510
-980
281
$346K 0.03%
5,497
282
$339K 0.03%
4,494
-10,610
283
$339K 0.03%
2,790
-20
284
$338K 0.03%
5,980
+569
285
$338K 0.03%
5,933
-496
286
$335K 0.03%
+16,351
287
$335K 0.03%
+2,085
288
$333K 0.03%
+2,641
289
$331K 0.03%
+13,032
290
$330K 0.03%
5,850
291
$329K 0.03%
13,589
292
$326K 0.03%
+9,100
293
$320K 0.03%
+9,170
294
$319K 0.03%
7,264
295
$318K 0.03%
2,342
296
$316K 0.03%
+4,344
297
$316K 0.03%
+3,049
298
$309K 0.03%
+7,150
299
$308K 0.03%
+19,150
300
$299K 0.03%
3,238
10 11
12
13 14