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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 0.85%
172,948
-3,746
27
$10.3M 0.85%
450,770
-824
28
$10.1M 0.84%
40,439
+648
29
$10.1M 0.83%
106,969
-23,009
30
$9.98M 0.82%
70,988
-724
31
$9.71M 0.8%
217,250
+5,552
32
$9.11M 0.75%
76,219
-23
33
$8.98M 0.74%
80,506
-2,437
34
$8.92M 0.74%
199,361
+4,505
35
$8.76M 0.72%
38,569
-2,225
36
$8.72M 0.72%
48,415
-6,677
37
$8.28M 0.68%
266,859
+10,475
38
$8M 0.66%
81,635
-2,611
39
$7.99M 0.66%
56,485
-1,307
40
$7.47M 0.62%
105,320
+41,200
41
$7.35M 0.61%
139,512
-1,538
42
$7.24M 0.6%
213,187
+59,198
43
$7.2M 0.59%
73,343
+950
44
$7.05M 0.58%
16,207
-58
45
$6.92M 0.57%
252,906
+10,418
46
$6.71M 0.55%
50,705
-2,703
47
$6.66M 0.55%
166,549
-17,850
48
$6.32M 0.52%
69,128
-2,640
49
$6.09M 0.5%
35,140
-1,732
50
$6.03M 0.5%
57,661
-12,193
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