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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.23M 0.55%
54,973
+1,259
52
$7.03M 0.53%
64,936
-2,638
53
$6.74M 0.51%
56,278
-4,091
54
$6.19M 0.47%
15,563
-103
55
$6.01M 0.45%
23,383
+187
56
$5.99M 0.45%
68,234
-415
57
$5.84M 0.44%
156,265
-23,348
58
$5.83M 0.44%
15,592
-771
59
$5.78M 0.44%
26,159
-55
60
$5.66M 0.43%
61,600
+1,058
61
$5.61M 0.42%
108,906
+1,012
62
$5.37M 0.41%
11,765
-1,480
63
$5.23M 0.39%
22,562
+1,833
64
$5.21M 0.39%
20,393
-434
65
$5.19M 0.39%
27,274
-617
66
$5.11M 0.39%
80,906
-4,959
67
$5.09M 0.38%
20,649
-93
68
$5.02M 0.38%
37,860
-393
69
$4.99M 0.38%
48,220
-1,620
70
$4.87M 0.37%
24,422
-480
71
$4.79M 0.36%
61,987
-6,435
72
$4.68M 0.35%
149,638
+3,321
73
$4.57M 0.35%
65,131
-478
74
$4.54M 0.34%
16,130
+5,739
75
$4.35M 0.33%
17,489
+1,946
1 2
3
4 5