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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 0.79%
141,476
-8,282
27
$9.91M 0.75%
187,940
-14,438
28
$9.89M 0.75%
32,417
-2,432
29
$9.15M 0.69%
55,659
-3,907
30
$9.13M 0.69%
163,459
-11,320
31
$9.09M 0.69%
141,985
-13,296
32
$9.04M 0.68%
110,047
+52,053
33
$8.97M 0.68%
66,249
-1,017
34
$8.94M 0.67%
167,621
+4,042
35
$8.83M 0.67%
84,278
-17,928
36
$8.78M 0.66%
85,160
-5,840
37
$8.55M 0.65%
235,899
-12,588
38
$8.46M 0.64%
17,790
+1,967
39
$8.41M 0.63%
39,268
+24,571
40
$8.29M 0.63%
62,341
-3,526
41
$8.18M 0.62%
105,392
-11,626
42
$8.03M 0.61%
56,775
-983
43
$7.85M 0.59%
56,451
-4,399
44
$7.84M 0.59%
343,005
-92,962
45
$7.83M 0.59%
33,002
-2,621
46
$7.81M 0.59%
30,130
-2,754
47
$7.8M 0.59%
58,767
+3,187
48
$7.54M 0.57%
194,849
-41,139
49
$7.33M 0.55%
96,942
+15,763
50
$7.3M 0.55%
24,800
-6,082
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