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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$249K 0.02%
5,540
302
$245K 0.02%
4,528
-35
303
$245K 0.02%
10,000
304
$244K 0.02%
+3,375
305
$243K 0.02%
3,373
+585
306
$237K 0.02%
1,228
307
$236K 0.02%
718
+38
308
$235K 0.02%
261
-1
309
$231K 0.02%
4,354
+87
310
$230K 0.02%
2,731
-100
311
$230K 0.02%
1,939
312
$227K 0.02%
+1,526
313
$215K 0.02%
2,668
-371
314
$213K 0.02%
5,138
-579
315
$212K 0.02%
+5,141
316
$210K 0.02%
703
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317
$209K 0.02%
+3,212
318
$205K 0.02%
3,883
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319
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2,883
320
$204K 0.02%
2,173
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321
$204K 0.02%
5,321
-150
322
$203K 0.02%
+6,672
323
$203K 0.02%
+960
324
$150K 0.01%
28,000
-28,000
325
$54.5K ﹤0.01%
43,636
10 11 12
13
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