SB
Simmons Bank Portfolio holdings
AUM
$1.49B
1-Year Est. Return
23.34%
This Fund
S&P 500
1 Year Est. Return
+23.34%
AUM
$1.5B
AUM Growth
-$4.87M
(-0.32%)
Holding
338
Top Buys
| 1 | +$2.15M | |
| 2 | +$2.12M | |
| 3 | +$2.08M | |
| 4 |
Micron Technology
MU
|
+$1.47M |
| 5 |
Simmons First National
SFNC
|
+$1.46M |
Top Sells
| 1 | +$2.14M | |
| 2 | +$1.88M | |
| 3 | +$1.63M | |
| 4 |
NVIDIA
NVDA
|
+$1.51M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.44M |
Sector Composition
| 1 | Technology | 17.62% |
| 2 | Consumer Discretionary | 13.89% |
| 3 | Financials | 9.07% |
| 4 | Healthcare | 6.21% |
| 5 | Industrials | 5.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$380B
| $12.8M | 0.85% |
232,415
+837
|
|
||
27
iShares Core S&P 500 ETF
IVV
$795B
| $12.4M | 0.83% |
18,155
+167
|
|
||
28
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $11.9M | 0.8% |
221,991
-1,075
|
|
||
29
AbbVie
ABBV
$365B
| $11.6M | 0.78% |
50,824
+532
|
|
||
30
Cisco
CSCO
$363B
| $11.3M | 0.76% |
146,999
+3,122
|
|
||
31
Oracle
ORCL
$494B
| $11.2M | 0.75% |
57,358
-820
|
|
||
32
Berkshire Hathaway Class B
BRK.B
$1.02T
| $11.1M | 0.74% |
22,004
-35
|
|
||
33
iShares MSCI EAFE ETF
EFA
$75.3B
| $10.8M | 0.73% |
112,918
-4,302
|
|
||
34
Costco
COST
$449B
| $10.8M | 0.72% |
12,470
+132
|
|
||
35
Deere & Co
DE
$156B
| $9.9M | 0.66% |
21,268
+250
|
|
||
36
Salesforce
CRM
$150B
| $9.89M | 0.66% |
37,331
+1,144
|
|
||
37
Intuitive Surgical
ISRG
$162B
| $9.8M | 0.66% |
17,307
+1,385
|
|
||
38
Phillips 66
PSX
$70.6B
| $9.59M | 0.64% |
74,319
+1,176
|
|
||
39
NextEra Energy
NEE
$202B
| $9.49M | 0.63% |
118,196
+3,568
|
|
||
40
Home Depot
HD
$323B
| $9.1M | 0.61% |
26,457
-2,594
|
|
||
41
Great Southern Bancorp
GSBC
$749M
| $9M | 0.6% |
146,191
|
|
||
42
Vanguard Large-Cap ETF
VV
$50.6B
| $8.6M | 0.58% |
27,324
-344
|
|
||
43
Eli Lilly
LLY
$861B
| $8.29M | 0.55% |
7,717
-204
|
|
||
44
State Street SPDR S&P Dividend ETF
SDY
$21.1B
| $8.25M | 0.55% |
59,304
-1,275
|
|
||
45
Vanguard Growth ETF
VUG
$35.6B
| $8.07M | 0.54% |
99,234
-2,712
|
|
||
46
iShares US Technology ETF
IYW
$21.7B
| $7.97M | 0.53% |
39,911
-116
|
|
||
47
Amgen
AMGN
$178B
| $7.89M | 0.53% |
24,108
+1,602
|
|
||
48
KLA
KLAC
$226B
| $7.81M | 0.52% |
6,430
-191
|
|
||
49
Broadcom
AVGO
$1.99T
| $7.81M | 0.52% |
22,575
+1,055
|
|
||
50
Coca-Cola
KO
$338B
| $7.7M | 0.51% |
110,161
+5,978
|
|