SB
Simmons Bank Portfolio holdings
AUM
$1.4B
1-Year Return
18.91%
This Quarter Return
+1.75%
1 Year Return
+18.91%
3 Year Return
+72.97%
5 Year Return
+121.22%
10 Year Return
–
AUM
$892M
AUM Growth
-$14.3M
(-1.6%)
Cap. Flow
-$23.6M
Cap. Flow
% of AUM
-2.65%
Top 10 Holdings %
Top 10 Hldgs %
40.74%
Holding
307
New
21
Increased
68
Reduced
152
Closed
14
Top Buys
Top Sells
| 1 |
Simmons First National
SFNC
|
$41.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.63M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.26M |
| 4 |
Eli Lilly
LLY
|
$2.93M |
| 5 |
SPDR S&P Retail ETF
XRT
|
$2.38M |
Sector Composition
| 1 | Technology | 16.91% |
| 2 | Financials | 10.71% |
| 3 | Consumer Discretionary | 7.53% |
| 4 | Healthcare | 4.9% |
| 5 | Consumer Staples | 4.86% |