SB
Simmons Bank Portfolio holdings
AUM
$1.5B
1-Year Est. Return
21.11%
1 Year Est. Return
+21.11%
AUM
$1.5B
AUM Growth
+$97.7M
(+7%)
Holding
340
Top Buys
| 1 | +$762K | |
| 2 | +$451K | |
| 3 | +$361K | |
| 4 |
Charles Schwab
SCHW
|
+$299K |
| 5 |
AeroVironment
AVAV
|
+$279K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$889K | |
| 3 | +$775K | |
| 4 |
AbbVie
ABBV
|
+$743K |
| 5 |
NVIDIA
NVDA
|
+$732K |
Sector Composition
| 1 | Technology | 17.91% |
| 2 | Consumer Discretionary | 15.66% |
| 3 | Financials | 8.39% |
| 4 | Healthcare | 5.34% |
| 5 | Industrials | 5.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Abbott
ABT
$220B
| $4.47M | 0.3% |
33,405
-1,269
|
|
||
77
iShares MSCI Emerging Markets ETF
EEM
$20B
| $4.33M | 0.29% |
81,164
-3,580
|
|
||
78
Vanguard Information Technology ETF
VGT
$109B
| $4.29M | 0.29% |
5,752
-40
|
|
||
79
Thermo Fisher Scientific
TMO
$211B
| $4.25M | 0.28% |
8,764
+745
|
|
||
80
Linde
LIN
$197B
| $4.24M | 0.28% |
8,925
-254
|
|
||
81
Palo Alto Networks
PANW
$128B
| $4.22M | 0.28% |
20,714
+3,742
|
|
||
82
Parker-Hannifin
PH
$109B
| $4.21M | 0.28% |
5,547
+130
|
|
||
83
iShares Russell 3000 ETF
IWV
$18B
| $4.18M | 0.28% |
11,026
-1,401
|
|
||
84
iShares Core US Aggregate Bond ETF
AGG
$134B
| $4.16M | 0.28% |
41,481
-610
|
|
||
85
Visa
V
$664B
| $4.14M | 0.28% |
12,133
-120
|
|
||
86
Gilead Sciences
GILD
$151B
| $4.12M | 0.27% |
37,149
-1,414
|
|
||
87
CME Group
CME
$98.7B
| $4.11M | 0.27% |
15,203
-560
|
|
||
88
Booking.com
BKNG
$172B
| $3.99M | 0.27% |
739
+12
|
|
||
89
Union Pacific
UNP
$140B
| $3.99M | 0.27% |
16,867
-281
|
|
||
90
Uber
UBER
$164B
| $3.94M | 0.26% |
40,198
+1,281
|
|
||
91
Duke Energy
DUK
$91.3B
| $3.91M | 0.26% |
31,571
+104
|
|
||
92
Veeva Systems
VEEV
$35.4B
| $3.88M | 0.26% |
13,037
+886
|
|
||
93
CBRE Group
CBRE
$47.6B
| $3.88M | 0.26% |
24,641
-124
|
|
||
94
Qualcomm
QCOM
$185B
| $3.86M | 0.26% |
23,200
+193
|
|
||
95
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
| $3.85M | 0.26% |
49,080
-422
|
|
||
96
Entergy
ETR
$41B
| $3.84M | 0.26% |
41,176
-1,309
|
|
||
97
Pfizer
PFE
$142B
| $3.78M | 0.25% |
148,368
-6,025
|
|
||
98
Accenture
ACN
$181B
| $3.74M | 0.25% |
15,171
+61
|
|
||
99
Mastercard
MA
$508B
| $3.74M | 0.25% |
6,572
+75
|
|
||
100
IBM
IBM
$284B
| $3.72M | 0.25% |
13,177
-249
|
|