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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$260K 0.02%
1,228
302
$258K 0.02%
3,375
303
$255K 0.02%
4,300
-637
304
$252K 0.02%
2,883
305
$250K 0.02%
10,000
306
$250K 0.02%
643
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307
$249K 0.02%
2,410
-321
308
$241K 0.02%
+927
309
$239K 0.02%
2,184
+11
310
$239K 0.02%
22,620
-2,000
311
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1,355
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312
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4,143
-211
313
$237K 0.02%
4,528
314
$237K 0.02%
3,587
-35,633
315
$236K 0.02%
5,321
316
$235K 0.02%
1,733
317
$235K 0.02%
226
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318
$234K 0.02%
1,301
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319
$229K 0.02%
3,883
320
$228K 0.02%
1,347
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321
$226K 0.02%
2,093
-1,218
322
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+902
323
$225K 0.02%
+2,899
324
$219K 0.02%
+2,710
325
$208K 0.02%
5,138
10 11 12
13
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