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
$1.37B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.47M
3
+$1.38M
4
TFC icon
Truist Financial
TFC
+$567K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$489K

Top Sells

1
+$1.1M
2
+$1.04M
3
+$814K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$736K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$734K

Sector Composition

1 Technology 15.96%
2 Consumer Discretionary 14.18%
3 Financials 8.83%
4 Healthcare 6.4%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$352K 0.03%
395
-6
277
$350K 0.03%
703
+1
278
$340K 0.02%
3,880
-77
279
$340K 0.02%
2,080
280
$337K 0.02%
1,705
+134
281
$318K 0.02%
5,540
282
$318K 0.02%
1,876
-25
283
$314K 0.02%
4,035
-60
284
$313K 0.02%
4,347
+572
285
$307K 0.02%
2,903
-5
286
$295K 0.02%
3,878
-15
287
$295K 0.02%
+2,775
288
$295K 0.02%
1,031
-10
289
$292K 0.02%
630
-30
290
$289K 0.02%
4,840
-450
291
$280K 0.02%
3,421
-432
292
$279K 0.02%
1,355
293
$276K 0.02%
3,202
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294
$271K 0.02%
4,728
+200
295
$270K 0.02%
3,740
-240
296
$270K 0.02%
2,084
-100
297
$268K 0.02%
725
+82
298
$265K 0.02%
2,198
+113
299
$263K 0.02%
10,000
300
$262K 0.02%
11,076
10 11
12
13 14