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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.44M 0.43%
15,063
-218
52
$4.33M 0.42%
76,055
+252
53
$4.25M 0.41%
79,624
+16,294
54
$4.24M 0.41%
106,734
-3,154
55
$4.05M 0.39%
19,471
-250
56
$3.98M 0.39%
22,782
-210
57
$3.91M 0.38%
46,499
+477
58
$3.91M 0.38%
41,760
+6,318
59
$3.83M 0.37%
124,618
+12,959
60
$3.82M 0.37%
48,917
-2,611
61
$3.78M 0.37%
139,434
-875
62
$3.55M 0.34%
71,828
-500
63
$3.54M 0.34%
21,653
+3,624
64
$3.31M 0.32%
75,409
+38,771
65
$3.31M 0.32%
61,180
+1,480
66
$3.27M 0.32%
37,157
+137
67
$3.26M 0.32%
63,596
-2,268
68
$3.18M 0.31%
310,571
+3,821
69
$3.17M 0.31%
37,725
+362
70
$3.17M 0.31%
28,432
+83
71
$3.13M 0.3%
18,281
+37
72
$3.08M 0.3%
27,471
+1,675
73
$3.08M 0.3%
30,517
-1,147
74
$3.07M 0.3%
35,490
+747
75
$3.06M 0.3%
14,742
-40
1 2
3
4 5