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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.97M 0.7%
209,309
+1,070
27
$6.6M 0.67%
140,138
-1,922
28
$6.39M 0.64%
45,755
-117
29
$6.33M 0.64%
117,984
-8,608
30
$6.2M 0.62%
51,680
-1,108
31
$6.19M 0.62%
49,419
+453
32
$6.16M 0.62%
170,797
-28,555
33
$5.7M 0.57%
19,339
-384
34
$5.63M 0.57%
52,992
+485
35
$5.33M 0.54%
81,658
-2,697
36
$5.22M 0.53%
89,200
-5,080
37
$5.04M 0.51%
170,765
+743
38
$4.93M 0.5%
53,681
-85
39
$4.9M 0.49%
32,130
-3,651
40
$4.87M 0.49%
138,017
+4,757
41
$4.86M 0.49%
34,568
-838
42
$4.79M 0.48%
27,157
-1,166
43
$4.53M 0.46%
46,865
-828
44
$4.42M 0.44%
55,008
-159
45
$4.3M 0.43%
35,674
-643
46
$4.26M 0.43%
21,516
-500
47
$4.08M 0.41%
27,963
+455
48
$4.03M 0.41%
27,252
+3,500
49
$3.74M 0.38%
88,448
-1,820
50
$3.74M 0.38%
19,743
-538
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