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
$1.02B
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.9M
3
+$1.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.51M
5
AMZN icon
Amazon
AMZN
+$1.5M

Top Sells

1
+$3.92M
2
+$3.09M
3
+$2.62M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.42M
5
MSFT icon
Microsoft
MSFT
+$2.1M

Sector Composition

1 Financials 11.69%
2 Consumer Discretionary 10.12%
3 Technology 7.54%
4 Healthcare 6.68%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$411K 0.04%
4,573
-145
277
$405K 0.04%
4,755
+385
278
$402K 0.04%
4,718
-3
279
$402K 0.04%
10,000
280
$399K 0.04%
25,181
-1,708
281
$394K 0.04%
8,282
-1,183
282
$391K 0.04%
16,575
-8,380
283
$390K 0.04%
6,442
-1,842
284
$382K 0.04%
13,998
+6,553
285
$380K 0.04%
20,196
-482
286
$380K 0.04%
+1,823
287
$378K 0.04%
4,482
+522
288
$375K 0.04%
3,025
-100
289
$370K 0.04%
3,899
-1,017
290
$367K 0.04%
2,469
-68
291
$363K 0.04%
2,200
292
$363K 0.04%
2,686
-75
293
$356K 0.04%
5,090
294
$341K 0.03%
3,011
-129
295
$339K 0.03%
6,132
-3,990
296
$334K 0.03%
76,800
+16,880
297
$330K 0.03%
12,614
298
$327K 0.03%
2,627
-695
299
$327K 0.03%
8,331
+2,467
300
$326K 0.03%
166
+3
10 11
12
13 14