SB

Simmons Bank Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.59M
3
+$3.56M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.78M
5
TSN icon
Tyson Foods
TSN
+$2.13M

Top Sells

1
+$65.8M
2
+$11.7M
3
+$5.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.59M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-3,025
352
– –
-11,028
353
– –
-2,200
354
– –
-5,120
355
– –
-7,502
11 12 13 14
15