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
$1.15B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1 +$183M
2 +$5.52M
3 +$5.01M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.91M
5
META icon
Meta Platforms (Facebook)
META
+$4.17M

Top Sells

1 +$16.2M
2 +$3.65M
3 +$3.52M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.79M
5
ORLY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-16,301
377
-933
378
-3,928
379
-2,658