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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.95M 0.84%
271,150
+18,263
27
$9.91M 0.83%
52,924
-6,432
28
$9.67M 0.81%
63,732
-2,559
29
$9.57M 0.8%
30,819
-479
30
$9.34M 0.78%
37,943
-274
31
$8.97M 0.75%
123,743
-12,197
32
$8.95M 0.75%
73,026
-4,047
33
$8.91M 0.75%
26,120
-186
34
$8.83M 0.74%
146,546
-12,144
35
$8.82M 0.74%
170,560
-8,168
36
$8.73M 0.73%
64,779
-519
37
$8.65M 0.73%
170,441
-1,800
38
$8.55M 0.72%
42,175
-1,390
39
$8.39M 0.7%
29,226
-2,027
40
$8.14M 0.68%
20,094
+342
41
$7.78M 0.65%
104,787
+2,987
42
$7.55M 0.63%
77,066
-7,183
43
$6.85M 0.58%
15,367
-368
44
$6.54M 0.55%
54,951
-1,061
45
$6.41M 0.54%
21,398
-379
46
$6.38M 0.54%
46,182
-1,750
47
$6.33M 0.53%
70,609
-6,790
48
$6.32M 0.53%
220,319
+11,921
49
$6.26M 0.53%
13,033
+65
50
$6.22M 0.52%
37,564
-484
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