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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$260K 0.02%
1,495
-78
302
$255K 0.02%
+556
303
$254K 0.02%
2,500
304
$242K 0.02%
2,962
305
$237K 0.02%
687
306
$236K 0.02%
+2,071
307
$228K 0.02%
1,259
-77
308
$224K 0.02%
1,500
-250
309
$223K 0.02%
1,228
-55
310
$220K 0.02%
2,181
-528
311
$218K 0.02%
3,529
-85
312
$218K 0.02%
5,596
-100
313
$217K 0.02%
12,607
-1,243
314
$217K 0.02%
9,500
315
$213K 0.02%
5,540
316
$213K 0.02%
5,717
-581
317
$210K 0.02%
2,494
318
$205K 0.02%
+260
319
$203K 0.02%
2,788
-40
320
$202K 0.02%
4,440
-1,512
321
$202K 0.02%
+904
322
$201K 0.02%
44,636
323
$190K 0.02%
21,806
-1,295
324
$185K 0.02%
10,000
325
$158K 0.01%
10,750
10 11 12
13
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