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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$281K 0.03%
5,028
+164
327
$280K 0.03%
2,165
-300
328
$274K 0.03%
3,223
329
$272K 0.03%
2,137
+387
330
$268K 0.03%
10,127
-994
331
$262K 0.03%
3,000
332
$262K 0.03%
11,300
333
$261K 0.03%
4,588
+300
334
$259K 0.03%
9,830
-249
335
$258K 0.03%
4,595
-25
336
$253K 0.02%
3,362
337
$251K 0.02%
4,070
-100
338
$248K 0.02%
2,349
-713
339
$248K 0.02%
+3,518
340
$247K 0.02%
17,508
341
$246K 0.02%
59,920
+12,320
342
$242K 0.02%
+3,000
343
$241K 0.02%
5,996
+408
344
$240K 0.02%
4,549
345
$238K 0.02%
1,626
-888
346
$237K 0.02%
2,026
-335
347
$234K 0.02%
10,559
-200
348
$231K 0.02%
6,725
349
$230K 0.02%
2,970
350
$225K 0.02%
4,000
12 13
14
15 16