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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$299K 0.02%
+7,515
302
$296K 0.02%
5,175
+250
303
$295K 0.02%
11,954
-371
304
$294K 0.02%
10,355
-1,704
305
$293K 0.02%
7,700
-1,150
306
$273K 0.02%
11,616
-4,676
307
$272K 0.02%
9,874
-150
308
$264K 0.02%
12,460
-9,210
309
$263K 0.02%
5,630
-10,480
310
$260K 0.02%
1,485
311
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3,210
-200
312
$254K 0.02%
2,397
+65
313
$249K 0.02%
16,178
314
$246K 0.02%
2,807
-150
315
$244K 0.02%
13,077
-649
316
$239K 0.02%
+6,800
317
$239K 0.02%
1,841
318
$239K 0.02%
9,062
-2,832
319
$238K 0.02%
868
-91
320
$238K 0.02%
+3,230
321
$236K 0.02%
3,000
322
$235K 0.02%
+2,616
323
$232K 0.02%
6,660
-2,826
324
$230K 0.02%
3,262
325
$230K 0.02%
20,623
-1,000
11 12
13
14 15