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
$909M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.94M
3
+$1.66M
4
KO icon
Coca-Cola
KO
+$990K
5
SLV icon
iShares Silver Trust
SLV
+$983K

Top Sells

1
+$4.22M
2
+$2.32M
3
+$2.28M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.26M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.14M

Sector Composition

1 Technology 14.1%
2 Financials 13.93%
3 Consumer Discretionary 8.59%
4 Healthcare 4.49%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.09M 0.34%
23,449
+655
52
$3.03M 0.33%
71,674
-389
53
$2.98M 0.33%
37,171
+433
54
$2.94M 0.32%
68,842
-33,315
55
$2.87M 0.32%
19,860
-29
56
$2.87M 0.32%
237,704
+8,537
57
$2.85M 0.31%
13,076
+490
58
$2.66M 0.29%
22,428
+310
59
$2.65M 0.29%
21,712
+2,810
60
$2.59M 0.29%
84,214
+6,440
61
$2.59M 0.28%
20,518
-16,331
62
$2.59M 0.28%
41,001
+93
63
$2.58M 0.28%
91,420
-6,584
64
$2.52M 0.28%
34,935
+1,506
65
$2.32M 0.26%
120,313
-21,052
66
$2.28M 0.25%
58,155
-1,396
67
$2.27M 0.25%
25,856
-25,809
68
$2.26M 0.25%
24,376
-1,070
69
$2.22M 0.24%
32,380
-724
70
$2.17M 0.24%
33,734
+1,448
71
$2.15M 0.24%
16,750
-258
72
$2.14M 0.24%
17,063
+4,576
73
$2.12M 0.23%
20,266
-320
74
$2.11M 0.23%
67,872
-900
75
$2.07M 0.23%
25,437
-125
1 2
3
4 5