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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.86M 0.35%
55,621
-26,037
52
$3.86M 0.35%
27,208
-7,360
53
$3.85M 0.35%
59,521
+5,121
54
$3.78M 0.34%
25,722
-1,530
55
$3.73M 0.34%
14,075
+835
56
$3.66M 0.33%
47,265
+3,901
57
$3.64M 0.33%
20,405
+662
58
$3.56M 0.32%
129,897
+9,432
59
$3.51M 0.32%
30,894
+6,457
60
$3.46M 0.31%
75,524
+21,454
61
$3.38M 0.3%
24,597
62
$3.3M 0.3%
63,029
+3,028
63
$3.29M 0.3%
50,308
+5,180
64
$3.26M 0.29%
294,374
+70,708
65
$3.26M 0.29%
126,172
+28,415
66
$3.16M 0.28%
28,886
+192
67
$3.12M 0.28%
68,228
-700
68
$3.1M 0.28%
71,063
-800
69
$3.08M 0.28%
51,022
+3,127
70
$3.05M 0.27%
50,862
+26,577
71
$2.88M 0.26%
19,556
-75
72
$2.87M 0.26%
32,647
+23
73
$2.81M 0.25%
66,724
-2,120
74
$2.8M 0.25%
34,777
+2
75
$2.79M 0.25%
55,157
+6,853
1 2
3
4 5