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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.71M 0.69%
260,091
+13,593
27
$7.71M 0.69%
70,605
+18,925
28
$7.61M 0.68%
66,761
+17,342
29
$7.1M 0.64%
136,694
+18,710
30
$6.88M 0.62%
211,221
+1,912
31
$6.86M 0.62%
142,004
+1,866
32
$6.29M 0.56%
149,940
+61,492
33
$6.16M 0.55%
48,075
+2,320
34
$6.15M 0.55%
205,183
+34,418
35
$6.05M 0.54%
18,450
-889
36
$5.83M 0.52%
29,214
+7,698
37
$5.77M 0.52%
60,943
+14,078
38
$5.65M 0.51%
169,180
-1,617
39
$5.55M 0.5%
53,749
+757
40
$5.16M 0.46%
151,262
+13,245
41
$4.97M 0.45%
62,821
+7,813
42
$4.91M 0.44%
61,931
+8,250
43
$4.84M 0.43%
31,881
-249
44
$4.52M 0.41%
41,066
+5,392
45
$4.45M 0.4%
27,481
-482
46
$4.39M 0.39%
27,415
+5,290
47
$4.28M 0.38%
19,809
+3,160
48
$4.23M 0.38%
50,094
+20,082
49
$4.21M 0.38%
26,331
-826
50
$4.13M 0.37%
30,713
+8,617
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