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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$476K 0.04%
2,005
-28
277
$457K 0.03%
10,501
-625
278
$448K 0.03%
6,057
-876
279
$440K 0.03%
2,381
-65
280
$439K 0.03%
3,711
-336
281
$433K 0.03%
5,125
282
$432K 0.03%
19,479
-1,075
283
$425K 0.03%
2,825
284
$423K 0.03%
1,455
-50
285
$423K 0.03%
24,081
-4,944
286
$420K 0.03%
+17,270
287
$419K 0.03%
5,403
-11,054
288
$418K 0.03%
7,335
-281
289
$410K 0.03%
19,824
-399
290
$400K 0.03%
2,636
-19,640
291
$384K 0.03%
1,855
292
$380K 0.03%
30,969
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293
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294
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5,239
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295
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2,204
-172
296
$363K 0.03%
6,665
-18,676
297
$358K 0.03%
1,856
298
$358K 0.03%
2,549
299
$356K 0.03%
4,218
-407
300
$355K 0.03%
4,629
10 11
12
13 14