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
$1.22B
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.29M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.94M
5
CB icon
Chubb
CB
+$2.46M

Top Sells

1
+$10.8M
2
+$6.87M
3
+$5.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.18M

Sector Composition

1 Financials 14.74%
2 Consumer Discretionary 11.25%
3 Technology 9.55%
4 Healthcare 7.52%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$382K 0.03%
3,669
-52
277
$380K 0.03%
7,200
278
$377K 0.03%
10,142
-1,456
279
$376K 0.03%
6,770
+11
280
$375K 0.03%
2,461
-130
281
$373K 0.03%
4,625
-1,162
282
$369K 0.03%
6,201
283
$367K 0.03%
12,550
284
$362K 0.03%
643
-40
285
$361K 0.03%
11,126
-1,075
286
$354K 0.03%
7,616
+101
287
$344K 0.03%
1,855
288
$331K 0.03%
11,481
+64
289
$328K 0.03%
3,210
290
$328K 0.03%
1,505
-590
291
$320K 0.03%
2,481
-20
292
$319K 0.03%
2,706
+930
293
$311K 0.03%
6,008
-2,873
294
$310K 0.03%
11,232
+877
295
$308K 0.03%
8,600
-6,200
296
$305K 0.03%
2,415
-175
297
$303K 0.02%
5,175
298
$297K 0.02%
1,535
+50
299
$292K 0.02%
+6,356
300
$292K 0.02%
7,030
-2,936
10 11
12
13 14