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
326
$268K 0.02%
6,804
+715
327
$261K 0.02%
+2,296
328
$260K 0.02%
1,170
329
$259K 0.02%
8,500
-214
330
$258K 0.02%
4,126
-10
331
$254K 0.02%
1,717
332
$252K 0.02%
1,907
333
$246K 0.02%
+5,874
334
$240K 0.02%
+3,375
335
$238K 0.02%
3,270
336
$237K 0.02%
6,304
-350
337
$235K 0.02%
5,419
-432
338
$233K 0.02%
2,490
-176
339
$232K 0.02%
1,515
-6,203
340
$229K 0.02%
+3,740
341
$229K 0.02%
3,314
-280
342
$223K 0.02%
+917
343
$222K 0.02%
7,455
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344
$219K 0.02%
4,920
-1,288
345
$219K 0.02%
1,240
-175
346
$219K 0.02%
11,300
347
$218K 0.02%
+5,540
348
$218K 0.02%
4,391
+29
349
$214K 0.02%
9,000
350
$210K 0.02%
5,335
-840
11 12 13
14
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