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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$439K 0.04%
2,583
277
$437K 0.04%
6,960
278
$430K 0.04%
7,300
279
$429K 0.04%
3,204
-740
280
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3,322
-106
281
$421K 0.04%
10,276
+2
282
$421K 0.04%
4,370
+150
283
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8,284
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284
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1,469
-33
285
$410K 0.04%
4,916
+175
286
$409K 0.04%
5,175
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287
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-50
288
$402K 0.04%
26,889
-1,626
289
$402K 0.04%
24,641
-370
290
$398K 0.04%
20,678
+9,504
291
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10,000
292
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293
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294
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3,305
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295
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2,761
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296
$360K 0.03%
2,200
297
$355K 0.03%
11,028
298
$354K 0.03%
9,197
-124
299
$351K 0.03%
5,090
300
$350K 0.03%
3,140
10 11
12
13 14