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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 0.83%
64,080
-1,004
27
$10.9M 0.82%
32,754
-5,793
28
$10.7M 0.81%
86,737
-2,079
29
$10.7M 0.81%
244,376
+56
30
$10.4M 0.79%
132,993
+16,519
31
$10.4M 0.79%
12,243
+444
32
$10.4M 0.78%
30,119
-734
33
$10.3M 0.78%
73,053
-529
34
$9.95M 0.75%
18,187
+2,277
35
$9.7M 0.73%
243,871
-10,801
36
$9.59M 0.72%
58,149
-885
37
$9.59M 0.72%
23,573
-2,017
38
$9.13M 0.69%
164,191
39
$8.52M 0.64%
66,965
-984
40
$8.48M 0.64%
32,965
+1,215
41
$8.22M 0.62%
18,176
+754
42
$8.11M 0.61%
127,455
-6,936
43
$8M 0.6%
112,935
+747
44
$7.95M 0.6%
21,290
+659
45
$7.79M 0.59%
163,940
-1,201
46
$7.77M 0.59%
31,144
-854
47
$7.5M 0.57%
8,288
-41
48
$7.3M 0.55%
19,511
-351
49
$7.15M 0.54%
22,887
-705
50
$6.59M 0.5%
46,680
-4,193
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