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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.92M 0.49%
623,760
+443,800
52
$5.92M 0.49%
249,073
-3,485
53
$5.9M 0.49%
16,274
-794
54
$5.53M 0.46%
55,504
+1,570
55
$5.4M 0.45%
91,864
-117
56
$5.26M 0.43%
67,008
-25,843
57
$5.14M 0.42%
105,757
-7,398
58
$5.08M 0.42%
25,149
+1,250
59
$5.06M 0.42%
16,351
60
$4.89M 0.4%
81,480
+18,412
61
$4.8M 0.4%
67,920
-50,040
62
$4.78M 0.39%
28,276
-490
63
$4.75M 0.39%
70,404
-128
64
$4.64M 0.38%
75,252
-27,175
65
$4.61M 0.38%
147,203
+1,059
66
$4.41M 0.36%
24,682
-3,375
67
$4.37M 0.36%
43,005
-9,520
68
$4.36M 0.36%
56,689
+2,296
69
$4.29M 0.35%
+42,142
70
$4.12M 0.34%
21,687
-180
71
$4.12M 0.34%
25,119
+21,601
72
$4.11M 0.34%
86,542
-5,098
73
$4.11M 0.34%
22,309
+302
74
$4.09M 0.34%
26,091
-762
75
$4.07M 0.34%
161,664
-3,433
1 2
3
4 5