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
$909M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.94M
3
+$1.66M
4
KO icon
Coca-Cola
KO
+$990K
5
SLV icon
iShares Silver Trust
SLV
+$983K

Top Sells

1
+$4.22M
2
+$2.32M
3
+$2.28M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.26M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.14M

Sector Composition

1 Technology 14.1%
2 Financials 13.93%
3 Consumer Discretionary 8.59%
4 Healthcare 4.49%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.6M 0.62%
233,097
+8,511
27
$5.6M 0.62%
51,443
+1,245
28
$5.43M 0.6%
94,228
-4,510
29
$4.92M 0.54%
41,661
-1,790
30
$4.62M 0.51%
69,360
-1,033
31
$4.59M 0.5%
122,532
+479
32
$4.43M 0.49%
49,364
-762
33
$4.39M 0.48%
51,280
+367
34
$4.38M 0.48%
35,244
+4,190
35
$4.31M 0.47%
42,512
+1,324
36
$4.29M 0.47%
41,033
+1,308
37
$4.24M 0.47%
97,461
+68,505
38
$4.23M 0.47%
38,216
+411
39
$3.97M 0.44%
42,429
+80
40
$3.89M 0.43%
92,960
-6,480
41
$3.79M 0.42%
241,941
+1,847
42
$3.56M 0.39%
55,664
-863
43
$3.54M 0.39%
51,586
-819
44
$3.42M 0.38%
25,954
+1,129
45
$3.38M 0.37%
23,840
-623
46
$3.36M 0.37%
32,619
-1,160
47
$3.29M 0.36%
25,689
-1,357
48
$3.29M 0.36%
64,034
+721
49
$3.18M 0.35%
35,827
-1,307
50
$3.13M 0.34%
29,415
+198
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