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
$1.4B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.47M
3
+$3.2M
4
NOW icon
ServiceNow
NOW
+$3.16M
5
WM icon
Waste Management
WM
+$2.99M

Top Sells

1
+$6.46M
2
+$2.47M
3
+$2.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.95M
5
PYPL icon
PayPal
PYPL
+$1.85M

Sector Composition

1 Technology 17.63%
2 Consumer Discretionary 14.51%
3 Financials 8.64%
4 Healthcare 5.56%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
26
Chevron
CVX
$315B
$11.7M 0.84%
81,971
+1,217
IVV icon
27
iShares Core S&P 500 ETF
IVV
$667B
$11.2M 0.8%
18,102
+42
BAC icon
28
Bank of America
BAC
$379B
$11.1M 0.79%
233,767
-3,293
VWO icon
29
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$11M 0.78%
222,605
-7,297
EFA icon
30
iShares MSCI EAFE ETF
EFA
$68.4B
$11M 0.78%
122,617
-1,558
CAT icon
31
Caterpillar
CAT
$244B
$10.9M 0.78%
28,145
-275
HD icon
32
Home Depot
HD
$383B
$10.7M 0.77%
29,297
+177
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.06T
$10.7M 0.76%
22,081
+148
DE icon
34
Deere & Co
DE
$127B
$10.6M 0.76%
20,891
-162
CSCO icon
35
Cisco
CSCO
$278B
$10.3M 0.73%
148,324
-1,085
ABBV icon
36
AbbVie
ABBV
$403B
$9.93M 0.71%
53,502
-1,602
CRM icon
37
Salesforce
CRM
$243B
$9.35M 0.67%
34,284
-372
PG icon
38
Procter & Gamble
PG
$356B
$9.08M 0.65%
56,961
-370
PSX icon
39
Phillips 66
PSX
$54.9B
$8.78M 0.63%
73,598
-721
GSBC icon
40
Great Southern Bancorp
GSBC
$642M
$8.77M 0.63%
149,266
-1,000
ISRG icon
41
Intuitive Surgical
ISRG
$198B
$8.54M 0.61%
15,711
+401
PEP icon
42
PepsiCo
PEP
$207B
$8.47M 0.6%
64,172
-764
SDY icon
43
SPDR S&P Dividend ETF
SDY
$20.2B
$8.32M 0.59%
61,306
-1,544
VV icon
44
Vanguard Large-Cap ETF
VV
$46.6B
$8.22M 0.59%
28,821
-765
NEE icon
45
NextEra Energy
NEE
$171B
$7.92M 0.56%
114,071
+719
VUG icon
46
Vanguard Growth ETF
VUG
$197B
$7.72M 0.55%
17,609
-437
KO icon
47
Coca-Cola
KO
$301B
$7.58M 0.54%
107,164
-4,330
IYW icon
48
iShares US Technology ETF
IYW
$22.4B
$6.94M 0.49%
40,052
-671
ADBE icon
49
Adobe
ADBE
$148B
$6.71M 0.48%
17,340
-9
LMT icon
50
Lockheed Martin
LMT
$112B
$6.57M 0.47%
14,180
+2
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