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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.17M 0.52%
21,818
-1,157
52
$6.17M 0.52%
64,668
+3,796
53
$6.04M 0.51%
45,520
+1,790
54
$6.02M 0.51%
42,358
-2,496
55
$6M 0.5%
28,387
+51
56
$5.99M 0.5%
28,133
-284
57
$5.89M 0.49%
26,508
-623
58
$5.86M 0.49%
12,738
-172
59
$5.78M 0.49%
23,594
-1,488
60
$5.61M 0.47%
10,414
+320
61
$5.54M 0.47%
26,717
+165
62
$5.53M 0.46%
50,140
-2,430
63
$5.33M 0.45%
143,374
+2,191
64
$5.29M 0.44%
23,427
-2,537
65
$5.22M 0.44%
15,272
-293
66
$5.14M 0.43%
47,133
-2,541
67
$5.14M 0.43%
28,537
+695
68
$5.05M 0.42%
15,669
+64
69
$5.04M 0.42%
46,926
+2,412
70
$4.98M 0.42%
29,338
+1,072
71
$4.94M 0.42%
124,894
+494
72
$4.78M 0.4%
134,220
+3,312
73
$4.66M 0.39%
42,840
-213
74
$4.62M 0.39%
54,852
+3,742
75
$4.37M 0.37%
36,084
-750
1 2
3
4 5