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
$1.15B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$5.52M
3
+$5.01M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.91M
5
META icon
Meta Platforms (Facebook)
META
+$4.17M

Top Sells

1
+$16.2M
2
+$3.65M
3
+$3.52M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.79M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.79M

Sector Composition

1 Financials 24.41%
2 Consumer Discretionary 8.61%
3 Technology 8.23%
4 Healthcare 7.17%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$260K 0.02%
8,850
-1,858
302
$254K 0.02%
+5,751
303
$253K 0.02%
2,740
-504
304
$250K 0.02%
4,925
-15
305
$250K 0.02%
5,120
-1,975
306
$249K 0.02%
10,024
-176
307
$246K 0.02%
7,502
+273
308
$244K 0.02%
1,841
+441
309
$237K 0.02%
3,262
310
$236K 0.02%
1,855
311
$233K 0.02%
11,351
-275
312
$231K 0.02%
3,025
313
$230K 0.02%
4,708
+200
314
$227K 0.02%
1,966
-75
315
$226K 0.02%
3,410
316
$216K 0.02%
2,332
317
$213K 0.02%
4,900
-275
318
$212K 0.02%
12,325
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319
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+13,726
320
$212K 0.02%
3,000
321
$211K 0.02%
1,485
322
$210K 0.02%
12,500
323
$207K 0.02%
4,557
+83
324
$203K 0.02%
959
-101
325
$194K 0.02%
16,178
-4,018
11 12
13
14 15