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
$898M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$87.7M
2
+$85.1M
3
+$56.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$29.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.16%
2 Financials 12.71%
3 Consumer Discretionary 8.93%
4 Consumer Staples 4.53%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.24%
+19,256
77
$2.11M 0.23%
+21,477
78
$2.06M 0.23%
+27,467
79
$2.06M 0.23%
+20,566
80
$2.05M 0.23%
+19,909
81
$2.02M 0.23%
+22,045
82
$1.99M 0.22%
+49,580
83
$1.97M 0.22%
+28,743
84
$1.9M 0.21%
+47,243
85
$1.88M 0.21%
+11,953
86
$1.87M 0.21%
+24,002
87
$1.87M 0.21%
+29,848
88
$1.78M 0.2%
+15,577
89
$1.73M 0.19%
+33,857
90
$1.73M 0.19%
+7,805
91
$1.71M 0.19%
+8
92
$1.69M 0.19%
+70,200
93
$1.67M 0.19%
+30,674
94
$1.64M 0.18%
+32,368
95
$1.64M 0.18%
+24,178
96
$1.63M 0.18%
+10,368
97
$1.59M 0.18%
+16,995
98
$1.59M 0.18%
+12,654
99
$1.59M 0.18%
+47,297
100
$1.53M 0.17%
+28,764
2 3
4
5 6