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
326
$208K 0.02%
2,333
-335
327
$205K 0.01%
4,930
-22,800
328
$203K 0.01%
+1,000
329
$202K 0.01%
+3,430
330
$200K 0.01%
+4,300
331
$119K 0.01%
28,000
332
$90.9K 0.01%
56,476
+12,840
333
$46.6K ﹤0.01%
10,000
334
$35.3K ﹤0.01%
30,200
335
$20.6K ﹤0.01%
750
336
– –
-3,200
337
– –
-14,906
338
– –
-3,212
339
– –
-960
340
– –
-3,327
341
– –
-9,800
342
– –
-1,939
10 11 12 13
14