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
$1.22B
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.29M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.94M
5
CB icon
Chubb
CB
+$2.46M

Top Sells

1
+$10.8M
2
+$6.87M
3
+$5.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.18M

Sector Composition

1 Financials 14.74%
2 Consumer Discretionary 11.25%
3 Technology 9.55%
4 Healthcare 7.52%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.62M 0.79%
64,622
-6,366
27
$9.57M 0.79%
444,618
-6,152
28
$9.37M 0.77%
260,408
+47,221
29
$9.31M 0.76%
63,062
+6,577
30
$9.21M 0.76%
127,923
-2,476
31
$9.12M 0.75%
73,490
-7,016
32
$9.12M 0.75%
261,768
-5,091
33
$9.11M 0.75%
231,212
-14,127
34
$9.07M 0.74%
72,229
-9,406
35
$8.99M 0.74%
173,668
+720
36
$8.97M 0.74%
93,185
-13,784
37
$8.94M 0.73%
34,139
-4,430
38
$8.29M 0.68%
59,833
+9,128
39
$7.72M 0.63%
15,745
-462
40
$7.41M 0.61%
244,108
-8,798
41
$7.36M 0.6%
166,902
+353
42
$7.3M 0.6%
37,297
-11,118
43
$7.15M 0.59%
97,540
-7,780
44
$7.09M 0.58%
33,577
-1,563
45
$6.92M 0.57%
63,627
-5,501
46
$6.91M 0.57%
134,386
-5,126
47
$6.66M 0.55%
193,989
-5,372
48
$6.55M 0.54%
14,842
-1,432
49
$6.46M 0.53%
55,373
-2,288
50
$6.07M 0.5%
69,259
-4,084
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