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
$1.15B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$5.52M
3
+$5.01M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.91M
5
META icon
Meta Platforms (Facebook)
META
+$4.17M

Top Sells

1
+$16.2M
2
+$3.65M
3
+$3.52M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.79M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.79M

Sector Composition

1 Financials 24.41%
2 Consumer Discretionary 8.61%
3 Technology 8.23%
4 Healthcare 7.17%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$335K 0.03%
3,534
+385
277
$334K 0.03%
2,095
278
$332K 0.03%
3,078
-137
279
$332K 0.03%
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280
$332K 0.03%
4,405
-75
281
$330K 0.03%
1,906
282
$330K 0.03%
13,708
-4,241
283
$324K 0.03%
2,191
-3,749
284
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3,589
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285
$315K 0.03%
3,687
-795
286
$312K 0.03%
708
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287
$309K 0.03%
11,894
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288
$301K 0.03%
12,836
-1,696
289
$298K 0.03%
2,591
-50
290
$294K 0.03%
9,486
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291
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12,059
-1,144
292
$291K 0.03%
3,740
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293
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5,308
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294
$286K 0.02%
2,363
-2,889
295
$284K 0.02%
19,866
+3,161
296
$284K 0.02%
6,201
297
$275K 0.02%
+6,283
298
$272K 0.02%
16,292
+160
299
$268K 0.02%
2,201
-26
300
$261K 0.02%
2,957
-775
10 11
12
13 14