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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.59M 0.26%
24,086
-447
77
$2.59M 0.26%
48,304
-4,280
78
$2.58M 0.26%
10,109
-636
79
$2.56M 0.26%
54,070
-1,811
80
$2.54M 0.26%
12,883
+77
81
$2.53M 0.25%
64,752
+2,984
82
$2.51M 0.25%
34,110
+221
83
$2.5M 0.25%
61,051
+77
84
$2.47M 0.25%
34,775
-874
85
$2.45M 0.25%
38,524
-470
86
$2.44M 0.25%
14,205
+157
87
$2.41M 0.24%
15,414
-750
88
$2.4M 0.24%
14,922
-45
89
$2.4M 0.24%
22,692
+452
90
$2.38M 0.24%
8
91
$2.37M 0.24%
22,149
-270
92
$2.29M 0.23%
34,350
-35
93
$2.28M 0.23%
22,525
-1,066
94
$2.24M 0.23%
14,471
-25
95
$2.2M 0.22%
42,236
-1,020
96
$2.13M 0.21%
11,433
-2
97
$2.13M 0.21%
14,314
-875
98
$2.12M 0.21%
52,010
-860
99
$2.1M 0.21%
40,643
100
$2.1M 0.21%
75,152
-17,947
2 3
4
5 6