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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.78M 0.25%
68,080
+3,328
77
$2.75M 0.25%
27,441
+3,355
78
$2.68M 0.24%
28,168
-1,083
79
$2.63M 0.24%
20,310
+98
80
$2.57M 0.23%
41,204
+3,633
81
$2.47M 0.22%
9,801
-308
82
$2.46M 0.22%
15,017
+95
83
$2.42M 0.22%
22,664
+515
84
$2.4M 0.22%
46,320
+11,820
85
$2.39M 0.21%
8
86
$2.38M 0.21%
15,349
-65
87
$2.33M 0.21%
45,160
+27,640
88
$2.33M 0.21%
38,108
-416
89
$2.32M 0.21%
33,819
-291
90
$2.32M 0.21%
25,985
+7,528
91
$2.32M 0.21%
12,618
-265
92
$2.25M 0.2%
35,318
+968
93
$2.23M 0.2%
44,584
+3,941
94
$2.18M 0.2%
42,172
-64
95
$2.17M 0.2%
21,865
-827
96
$2.17M 0.19%
32,645
+11,388
97
$2.17M 0.19%
22,573
+48
98
$2.13M 0.19%
77,267
+2,115
99
$2.11M 0.19%
58,166
-2,885
100
$2.1M 0.19%
13,438
-767
2 3
4
5 6