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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 0.88%
71,463
-944
27
$12.1M 0.87%
29,747
-372
28
$11.6M 0.84%
242,547
-1,829
29
$11M 0.8%
12,429
+186
30
$10.8M 0.78%
129,208
-3,785
31
$10.6M 0.77%
23,039
-534
32
$10.5M 0.76%
18,198
+11
33
$10.2M 0.74%
58,772
+623
34
$9.87M 0.71%
19,054
-7,109
35
$9.8M 0.71%
115,935
+3,000
36
$9.72M 0.7%
244,995
+1,124
37
$9.65M 0.7%
73,382
+329
38
$9.64M 0.7%
84,911
-1,826
39
$9.28M 0.67%
161,941
-2,250
40
$9.27M 0.67%
33,872
+907
41
$9.26M 0.67%
65,213
-1,752
42
$9.22M 0.67%
18,614
+438
43
$8.99M 0.65%
21,545
+255
44
$8.82M 0.64%
122,783
-4,672
45
$8.45M 0.61%
158,778
-5,162
46
$8.34M 0.6%
14,270
+445
47
$8.13M 0.59%
30,867
-277
48
$7.82M 0.57%
45,883
-797
49
$7.45M 0.54%
8,409
+121
50
$7.44M 0.54%
19,384
-127
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2
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