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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$342K 0.03%
2,965
-47
302
$338K 0.03%
4,972
-136
303
$332K 0.03%
5,356
304
$329K 0.03%
3,960
+974
305
$329K 0.03%
12,614
+4,852
306
$328K 0.03%
1,337
-22
307
$325K 0.03%
2,317
-25
308
$323K 0.03%
2,055
-283
309
$321K 0.03%
2,098
310
$319K 0.03%
9,601
311
$309K 0.03%
10,649
-525
312
$307K 0.03%
7,525
313
$306K 0.03%
163
314
$306K 0.03%
21,547
+16
315
$305K 0.03%
830
-55
316
$303K 0.03%
9,778
-9,761
317
$300K 0.03%
10,200
318
$296K 0.03%
2,227
319
$289K 0.03%
1,920
320
$288K 0.03%
3,410
-150
321
$288K 0.03%
4,215
-1,850
322
$286K 0.03%
13,772
323
$284K 0.03%
18,050
-125
324
$284K 0.03%
2,067
325
$281K 0.03%
1,045
11 12
13
14 15