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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.47M 0.92%
257,214
-6,000
27
$8.69M 0.84%
263,328
+18,726
28
$8.44M 0.82%
170,540
+1,368
29
$8.4M 0.81%
67,471
-3,186
30
$8.16M 0.79%
190,103
-5,415
31
$7.57M 0.73%
20,783
+415
32
$7.49M 0.72%
57,092
+2
33
$7.47M 0.72%
53,637
+429
34
$7.19M 0.7%
150,161
+300
35
$7.17M 0.69%
263,166
+23,299
36
$6.83M 0.66%
78,212
-169
37
$6.8M 0.66%
62,050
-3,176
38
$6.43M 0.62%
48,237
-277
39
$6.23M 0.6%
33,381
+1,320
40
$6.12M 0.59%
28,694
-2,064
41
$5.82M 0.56%
160,827
+1,260
42
$5.78M 0.56%
52,087
-1,474
43
$5.21M 0.5%
30,793
-30
44
$5.09M 0.49%
32,725
+15
45
$5.06M 0.49%
69,616
+7,907
46
$5.04M 0.49%
61,547
+64
47
$4.94M 0.48%
16,759
-213
48
$4.76M 0.46%
46,823
+3,031
49
$4.74M 0.46%
33,910
+3,848
50
$4.63M 0.45%
159,584
-14,150
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