SB
Simmons Bank Portfolio holdings
AUM
$1.4B
1-Year Est. Return
18.91%
1 Year Est. Return
+18.91%
AUM
$1.33B
AUM Growth
-$41.2M
(-3%)
Holding
340
Top Buys
| 1 | +$2.81M | |
| 2 | +$1.98M | |
| 3 | +$1.86M | |
| 4 |
Corteva
CTVA
|
+$1.8M |
| 5 |
Oracle
ORCL
|
+$1.8M |
Top Sells
| 1 | +$4.7M | |
| 2 | +$3.91M | |
| 3 | +$3.84M | |
| 4 |
GSK
GSK
|
+$3.7M |
| 5 |
Texas Instruments
TXN
|
+$2.36M |
Sector Composition
| 1 | Consumer Discretionary | 15.59% |
| 2 | Technology | 15.12% |
| 3 | Financials | 8.89% |
| 4 | Healthcare | 6.5% |
| 5 | Consumer Staples | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLI
326
Standard Lithium
SLI
$998M
| $84.4K | 0.01% |
66,476
|
|
||
327
SoundHound AI
SOUN
$7.4B
| $81.2K | 0.01% |
+10,000
|
|
||
328
Constellation Energy
CEG
$122B
| – | – |
-897
|
|
||
329
Chart Industries
GTLS
$8.97B
| – | – |
-1,156
|
|
||
330
Halliburton
HAL
$22.8B
| – | – |
-52,260
|
|
||
331
International Paper
IP
$25.9B
| – | – |
-3,728
|
|
||
332
Jabil
JBL
$22.9B
| – | – |
-1,440
|
|
||
333
Marriott International
MAR
$73.6B
| – | – |
-1,717
|
|
||
334
MetLife
MET
$52.4B
| – | – |
-3,421
|
|
||
335
iShares MSCI USA Momentum Factor ETF
MTUM
$19.4B
| – | – |
-1,000
|
|
||
336
Nike
NKE
$102B
| – | – |
-3,379
|
|
||
337
Rockwell Automation
ROK
$40.2B
| – | – |
-1,031
|
|
||
338
Simon Property Group
SPG
$58.3B
| – | – |
-1,397
|
|
||
339
Target
TGT
$43B
| – | – |
-1,836
|
|
||
340
Delta Air Lines
DAL
$39.9B
| – | – |
-3,740
|
|