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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$332K 0.03%
3,972
-325
277
$332K 0.03%
+954
278
$329K 0.03%
1,314
-79
279
$328K 0.03%
9,068
280
$325K 0.03%
7,600
281
$323K 0.03%
2,111
282
$319K 0.03%
+2,847
283
$318K 0.03%
3,000
284
$318K 0.03%
2,560
285
$317K 0.03%
10,000
286
$315K 0.03%
1,717
287
$312K 0.03%
7,635
-1,525
288
$311K 0.03%
777
+49
289
$309K 0.03%
4,317
+257
290
$308K 0.03%
2,676
-3,068
291
$307K 0.03%
1,565
+132
292
$307K 0.03%
11,417
-31
293
$303K 0.03%
2,295
-884
294
$296K 0.02%
2,080
-50
295
$279K 0.02%
7,951
-134
296
$268K 0.02%
1,470
-146
297
$267K 0.02%
2,384
-251
298
$264K 0.02%
2,282
-5,361
299
$263K 0.02%
9,000
300
$263K 0.02%
2,445
10 11
12
13 14