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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$342K 0.02%
2,085
-130
277
$339K 0.02%
7,500
-451
278
$337K 0.02%
6,476
-1,951
279
$332K 0.02%
3,029
-750
280
$331K 0.02%
3,957
+77
281
$328K 0.02%
3,893
282
$325K 0.02%
3,980
+30
283
$324K 0.02%
3,136
284
$320K 0.02%
1,365
-538
285
$318K 0.02%
3,853
-680
286
$313K 0.02%
5,540
287
$291K 0.02%
4,332
+206
288
$289K 0.02%
660
-35
289
$284K 0.02%
401
+27
290
$284K 0.02%
3,775
+402
291
$281K 0.02%
737
+34
292
$279K 0.02%
1,041
-153
293
$279K 0.02%
+10,362
294
$275K 0.02%
4,095
+345
295
$273K 0.02%
1,571
-62
296
$272K 0.02%
8,573
+1,901
297
$265K 0.02%
2,560
-19
298
$265K 0.02%
+11,076
299
$264K 0.02%
1,691
-70
300
$263K 0.02%
+1,921
10 11
12
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