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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$377K 0.03%
8,881
-4,650
277
$375K 0.03%
6,201
278
$373K 0.03%
2,228
+37
279
$373K 0.03%
3,220
280
$372K 0.03%
683
-25
281
$368K 0.03%
3,740
282
$362K 0.03%
2,591
283
$359K 0.03%
+6,759
284
$351K 0.03%
2,507
+144
285
$345K 0.03%
+12,061
286
$342K 0.03%
3,721
+132
287
$339K 0.03%
+7,200
288
$330K 0.03%
5,604
+1,047
289
$328K 0.03%
+8,048
290
$326K 0.03%
3,687
291
$325K 0.03%
12,195
-1,513
292
$316K 0.03%
12,201
+850
293
$316K 0.03%
5,510
+202
294
$316K 0.03%
12,500
295
$312K 0.03%
2,590
-150
296
$310K 0.03%
17,080
-2,786
297
$309K 0.03%
2,501
+300
298
$306K 0.03%
11,417
-1,419
299
$303K 0.03%
1,855
300
$301K 0.02%
33,608
-176,904
10 11
12
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