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
$1.22B
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.29M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.94M
5
CB icon
Chubb
CB
+$2.46M

Top Sells

1
+$10.8M
2
+$6.87M
3
+$5.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.18M

Sector Composition

1 Financials 14.74%
2 Consumer Discretionary 11.25%
3 Technology 9.55%
4 Healthcare 7.52%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$281K 0.02%
9,801
-2,610
302
$279K 0.02%
5,923
-2,125
303
$269K 0.02%
9,874
304
$267K 0.02%
2,364
-33
305
$266K 0.02%
6,950
-750
306
$264K 0.02%
1,841
307
$258K 0.02%
3,262
308
$254K 0.02%
2,616
309
$251K 0.02%
12,977
-100
310
$251K 0.02%
1,515
+15
311
$250K 0.02%
32,620
-988
312
$250K 0.02%
11,716
+100
313
$249K 0.02%
4,419
-1,091
314
$247K 0.02%
2,556
-251
315
$243K 0.02%
3,000
316
$242K 0.02%
11,460
-1,000
317
$239K 0.02%
6,679
-121
318
$238K 0.02%
20,623
319
$237K 0.02%
5,464
-140
320
$228K 0.02%
4,629
-79
321
$222K 0.02%
443
322
$219K 0.02%
13,880
-3,200
323
$219K 0.02%
9,000
324
$219K 0.02%
6,081
-35
325
$217K 0.02%
1,617
-102
10 11 12
13
14