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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$352K 0.03%
5,508
-160
302
$351K 0.03%
6,359
+151
303
$340K 0.03%
2,879
304
$337K 0.03%
5,838
-268
305
$336K 0.03%
9,676
+225
306
$330K 0.02%
12,603
+1,665
307
$326K 0.02%
2,060
-22
308
$321K 0.02%
5,731
-240
309
$321K 0.02%
2,485
-133
310
$318K 0.02%
9,859
311
$316K 0.02%
5,665
-350
312
$314K 0.02%
+2,224
313
$306K 0.02%
3,210
314
$306K 0.02%
9,835
-300
315
$305K 0.02%
13,880
316
$303K 0.02%
3,000
317
$300K 0.02%
5,790
-393
318
$299K 0.02%
1,868
+165
319
$294K 0.02%
12,977
320
$294K 0.02%
+4,054
321
$281K 0.02%
3,453
322
$281K 0.02%
2,466
-15
323
$280K 0.02%
1,617
324
$279K 0.02%
2,583
-1,175
325
$271K 0.02%
7,115
+50
11 12
13
14 15