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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$342K 0.03%
1,442
+9
277
$339K 0.03%
+2,579
278
$329K 0.02%
1,194
-158
279
$326K 0.02%
+1,060
280
$320K 0.02%
6,427
-473
281
$318K 0.02%
4,533
-215
282
$316K 0.02%
9,800
-6,500
283
$310K 0.02%
695
-17
284
$309K 0.02%
7,951
285
$309K 0.02%
24,620
-620
286
$308K 0.02%
2,080
287
$307K 0.02%
3,893
-1,035
288
$305K 0.02%
1,870
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289
$299K 0.02%
6,094
-276
290
$295K 0.02%
3,880
-350
291
$284K 0.02%
1,633
-115
292
$281K 0.02%
+3,136
293
$281K 0.02%
+4,937
294
$271K 0.02%
3,010
-150
295
$270K 0.02%
695
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296
$267K 0.02%
1,757
-83
297
$266K 0.02%
4,126
+178
298
$261K 0.02%
1,761
-130
299
$256K 0.02%
+1,733
300
$252K 0.02%
374
+1
10 11
12
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