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
$1.22B
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.29M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.94M
5
CB icon
Chubb
CB
+$2.46M

Top Sells

1
+$10.8M
2
+$6.87M
3
+$5.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.18M

Sector Composition

1 Financials 14.74%
2 Consumer Discretionary 11.25%
3 Technology 9.55%
4 Healthcare 7.52%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.75M 0.47%
54,972
-532
52
$5.72M 0.47%
237,265
-11,808
53
$5.6M 0.46%
24,589
-560
54
$5.58M 0.46%
80,448
-1,032
55
$5.5M 0.45%
27,930
-346
56
$5.44M 0.45%
90,208
-1,656
57
$5.44M 0.45%
16,176
-175
58
$5.35M 0.44%
107,052
+1,295
59
$5.22M 0.43%
69,384
-1,020
60
$5.08M 0.42%
21,492
-195
61
$4.99M 0.41%
63,223
-3,785
62
$4.93M 0.4%
59,353
-82,768
63
$4.83M 0.4%
25,322
-769
64
$4.65M 0.38%
28,038
-460
65
$4.61M 0.38%
21,659
-3,023
66
$4.53M 0.37%
+82,442
67
$4.51M 0.37%
38,288
-130
68
$4.45M 0.37%
141,809
-5,394
69
$4.38M 0.36%
76,150
+898
70
$4.14M 0.34%
160,149
-1,515
71
$4.12M 0.34%
40,405
-2,600
72
$3.92M 0.32%
65,678
-2,200
73
$3.92M 0.32%
+64,408
74
$3.91M 0.32%
26,129
-823
75
$3.71M 0.3%
145,528
-3,871
1 2
3
4 5