SB
Simmons Bank Portfolio holdings
AUM
$1.4B
1-Year Return
18.91%
This Quarter Return
+3.94%
1 Year Return
+18.91%
3 Year Return
+72.97%
5 Year Return
+121.22%
10 Year Return
–
AUM
$966M
AUM Growth
+$73.5M
(+8.2%)
Cap. Flow
+$65.1M
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
40.11%
Holding
323
New
30
Increased
141
Reduced
113
Closed
11
Top Buys
| 1 |
Simmons First National
SFNC
|
$29.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.03M |
| 3 |
General Motors
GM
|
$2.46M |
| 4 |
O'Reilly Automotive
ORLY
|
$2.29M |
| 5 |
Great Southern Bancorp
GSBC
|
$2.26M |
Top Sells
| 1 |
iShares Core High Dividend ETF
HDV
|
$3.1M |
| 2 |
GE Aerospace
GE
|
$2.02M |
| 3 |
Southern Company
SO
|
$1.73M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$1.25M |
| 5 |
Ameren
AEE
|
$1.25M |
Sector Composition
| 1 | Technology | 16.23% |
| 2 | Financials | 12.06% |
| 3 | Consumer Discretionary | 7.41% |
| 4 | Healthcare | 5.13% |
| 5 | Consumer Staples | 4.86% |
