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
$898M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$87.7M
2
+$85.1M
3
+$56.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$29.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.16%
2 Financials 12.71%
3 Consumer Discretionary 8.93%
4 Consumer Staples 4.53%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.33%
+57,121
52
$2.93M 0.33%
+217,228
53
$2.82M 0.31%
+36,818
54
$2.76M 0.31%
+23,209
55
$2.73M 0.3%
+137,967
56
$2.67M 0.3%
+70,830
57
$2.59M 0.29%
+34,154
58
$2.56M 0.29%
+12,386
59
$2.56M 0.28%
+35,510
60
$2.53M 0.28%
+25,499
61
$2.52M 0.28%
+92,540
62
$2.48M 0.28%
+60,545
63
$2.46M 0.27%
+22,503
64
$2.44M 0.27%
+38,925
65
$2.38M 0.27%
+77,648
66
$2.35M 0.26%
+88,267
67
$2.34M 0.26%
+52,724
68
$2.28M 0.25%
+36,897
69
$2.26M 0.25%
+39,635
70
$2.26M 0.25%
+16,933
71
$2.25M 0.25%
+15,864
72
$2.21M 0.25%
+41,300
73
$2.17M 0.24%
+46,493
74
$2.17M 0.24%
+32,653
75
$2.16M 0.24%
+53,156
1 2
3
4 5