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
326
$147K 0.01%
13,620
-5,017
327
$81.1K 0.01%
15,900
+4,000
328
– –
-6,094
329
– –
-1,570
330
– –
-9,207
331
– –
-15,505
332
– –
-8,171
333
– –
-10,078
334
– –
-41,344
335
– –
-6,156
336
– –
-3,096
337
– –
-5,877
338
– –
-28,568
339
– –
-1,775
340
– –
-6,244
341
– –
-21,695
342
– –
-5,473
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