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
$898M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$87.7M
2
+$85.1M
3
+$56.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$29.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.16%
2 Financials 12.71%
3 Consumer Discretionary 8.93%
4 Consumer Staples 4.53%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.98M 0.55%
+37,024
27
$4.83M 0.54%
+44,674
28
$4.57M 0.51%
+162,499
29
$4.54M 0.51%
+52,622
30
$4.51M 0.5%
+89,408
31
$4.27M 0.48%
+42,365
32
$4.26M 0.47%
+51,752
33
$4.19M 0.47%
+70,707
34
$4.09M 0.46%
+49,750
35
$4.05M 0.45%
+49,638
36
$3.82M 0.43%
+37,465
37
$3.78M 0.42%
+43,411
38
$3.7M 0.41%
+38,565
39
$3.69M 0.41%
+24,238
40
$3.57M 0.4%
+73,755
41
$3.56M 0.4%
+56,525
42
$3.48M 0.39%
+31,429
43
$3.33M 0.37%
+97,257
44
$3.27M 0.36%
+241,842
45
$3.18M 0.35%
+25,063
46
$3.17M 0.35%
+27,753
47
$3.04M 0.34%
+30,359
48
$3.03M 0.34%
+99,119
49
$3.02M 0.34%
+31,670
50
$2.97M 0.33%
+100,160
1
2
3 4 5