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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.37%
54,400
+33,264
52
$3.65M 0.37%
43,364
+17,853
53
$3.64M 0.37%
60,001
-804
54
$3.56M 0.36%
13,240
-9
55
$3.5M 0.35%
120,465
+693
56
$3.45M 0.35%
22,125
+675
57
$3.29M 0.33%
71,863
+537
58
$3.27M 0.33%
10,175
+221
59
$3.2M 0.32%
28,694
+150
60
$3.09M 0.31%
19,631
+426
61
$3.04M 0.31%
95,380
+62,854
62
$3.04M 0.31%
97,757
-1,028
63
$3.03M 0.31%
32,624
-1,133
64
$3.03M 0.31%
68,928
65
$2.99M 0.3%
24,597
-3,060
66
$2.96M 0.3%
22,096
+2,680
67
$2.92M 0.29%
16,649
-38
68
$2.89M 0.29%
45,128
+1,135
69
$2.88M 0.29%
29,251
-275
70
$2.82M 0.28%
47,895
-2,180
71
$2.8M 0.28%
68,844
-940
72
$2.79M 0.28%
223,666
-46,908
73
$2.71M 0.27%
30,012
+17,265
74
$2.68M 0.27%
37,571
+593
75
$2.68M 0.27%
20,212
+56
1 2
3
4 5