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
$1.02B
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.9M
3
+$1.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.51M
5
AMZN icon
Amazon
AMZN
+$1.5M

Top Sells

1
+$3.92M
2
+$3.09M
3
+$2.62M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.42M
5
MSFT icon
Microsoft
MSFT
+$2.1M

Sector Composition

1 Financials 11.69%
2 Consumer Discretionary 10.12%
3 Technology 7.54%
4 Healthcare 6.68%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.58M 0.45%
56,890
+7,973
52
$4.58M 0.45%
19,741
+270
53
$4.5M 0.44%
154,101
-5,483
54
$4.37M 0.43%
28,868
-3,857
55
$4.28M 0.42%
137,412
-125,916
56
$4.18M 0.41%
40,862
-898
57
$4.1M 0.4%
22,797
+15
58
$4.02M 0.4%
24,715
+6,434
59
$3.9M 0.38%
142,381
+2,947
60
$3.88M 0.38%
44,098
+8,608
61
$3.87M 0.38%
46,207
-292
62
$3.85M 0.38%
124,932
+314
63
$3.79M 0.37%
68,794
-7,261
64
$3.7M 0.36%
34,567
+548
65
$3.66M 0.36%
72,181
+45,215
66
$3.65M 0.36%
71,428
-400
67
$3.6M 0.35%
38,273
+548
68
$3.52M 0.35%
60,448
-3,148
69
$3.51M 0.35%
21,137
-516
70
$3.51M 0.35%
102,757
-3,977
71
$3.5M 0.34%
37,342
+185
72
$3.44M 0.34%
56,260
-4,920
73
$3.15M 0.31%
28,685
-1,832
74
$3.15M 0.31%
27,898
-534
75
$3.14M 0.31%
14,643
-99
1 2
3
4 5