SB
Simmons Bank Portfolio holdings
AUM
$1.4B
1-Year Return
18.91%
This Quarter Return
-22.31%
1 Year Return
+18.91%
3 Year Return
+72.97%
5 Year Return
+121.22%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$34.4M
(+3.1%)
Cap. Flow
+$273M
Cap. Flow
% of AUM
23.77%
Top 10 Holdings %
Top 10 Hldgs %
38.75%
Holding
379
New
28
Increased
153
Reduced
128
Closed
45
Top Buys
| 1 |
Simmons First National
SFNC
|
+$183M |
| 2 |
SPDR S&P International Small Cap ETF
GWX
|
+$5.52M |
| 3 |
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
|
+$5.01M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$4.91M |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.17M |
Top Sells
| 1 |
General Motors
GM
|
+$16.2M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$3.65M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.52M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$2.79M |
| 5 |
O'Reilly Automotive
ORLY
|
+$2.79M |
Sector Composition
| 1 | Financials | 24.41% |
| 2 | Consumer Discretionary | 8.61% |
| 3 | Technology | 8.23% |
| 4 | Healthcare | 7.17% |
| 5 | Consumer Staples | 5.16% |
