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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.44M 0.54%
23,081
+194
52
$7.22M 0.52%
25,966
+883
53
$7.19M 0.52%
14,645
-50
54
$7.19M 0.52%
70,082
+1,959
55
$7.18M 0.52%
159,818
+322
56
$6.92M 0.5%
33,498
+304
57
$6.63M 0.48%
37,996
-660
58
$6.54M 0.47%
42,452
-254
59
$6.3M 0.46%
41,540
-142
60
$6.27M 0.45%
10,721
-212
61
$6.27M 0.45%
153,319
+4,630
62
$6.11M 0.44%
67,797
+3,684
63
$5.97M 0.43%
22,031
-565
64
$5.86M 0.42%
30,395
+1,500
65
$5.75M 0.42%
42,478
-568
66
$5.7M 0.41%
27,553
+1,542
67
$5.52M 0.4%
18,544
+645
68
$5.51M 0.4%
33,992
-3,635
69
$5.26M 0.38%
6,789
+178
70
$5.22M 0.38%
26,040
-192
71
$5.21M 0.38%
+43,961
72
$5.13M 0.37%
63,879
-1,445
73
$5.09M 0.37%
8,224
+3,090
74
$5.01M 0.36%
173,142
-7,051
75
$4.99M 0.36%
110,044
-989
1 2
3
4 5