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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$296K 0.03%
2,221
-155
302
$290K 0.03%
5,635
-200
303
$289K 0.03%
1,905
304
$287K 0.03%
+13,394
305
$281K 0.03%
1,277
-95
306
$281K 0.03%
+5,075
307
$277K 0.02%
2,465
308
$275K 0.02%
+9,929
309
$273K 0.02%
+5,642
310
$272K 0.02%
2,492
311
$271K 0.02%
11,880
312
$271K 0.02%
+3,585
313
$269K 0.02%
2,407
314
$265K 0.02%
+6,489
315
$265K 0.02%
4,300
316
$264K 0.02%
9,483
317
$263K 0.02%
+2,700
318
$261K 0.02%
4,438
-8
319
$259K 0.02%
4,142
+28
320
$259K 0.02%
+5,975
321
$253K 0.02%
4,159
-410
322
$251K 0.02%
1,485
-729
323
$247K 0.02%
+2,435
324
$246K 0.02%
+4,066
325
$243K 0.02%
+4,980
11 12
13
14 15