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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.58M 0.5%
159,496
-3,515
52
$6.54M 0.49%
14,695
-117
53
$6.46M 0.49%
13,825
+715
54
$6.46M 0.49%
33,194
+334
55
$6.27M 0.47%
41,682
-43
56
$6.27M 0.47%
25,083
+305
57
$6.22M 0.47%
42,706
-658
58
$6.2M 0.47%
38,656
-1,429
59
$5.98M 0.45%
65,324
-1,766
60
$5.98M 0.45%
68,123
+3,132
61
$5.72M 0.43%
148,689
+4,871
62
$5.57M 0.42%
10,933
+288
63
$5.55M 0.42%
26,011
+1,460
64
$5.5M 0.42%
37,627
-226
65
$5.45M 0.41%
6,611
+196
66
$5.25M 0.4%
43,046
-755
67
$5.04M 0.38%
180,193
-10,519
68
$5.03M 0.38%
50,679
+764
69
$4.99M 0.38%
27,187
-887
70
$4.98M 0.38%
22,596
+510
71
$4.97M 0.38%
64,113
+6,249
72
$4.92M 0.37%
17,778
-606
73
$4.87M 0.37%
35,219
-813
74
$4.81M 0.36%
24,132
-808
75
$4.78M 0.36%
26,232
-779
1 2
3
4 5