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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.99M 0.29%
121,431
+19,197
77
$2.95M 0.29%
34,019
-24,821
78
$2.89M 0.28%
22,795
-152
79
$2.88M 0.28%
51,530
+3,320
80
$2.82M 0.27%
64,990
-388
81
$2.77M 0.27%
17,656
+515
82
$2.74M 0.26%
35,996
-4,318
83
$2.73M 0.26%
14,143
+5
84
$2.72M 0.26%
57,543
-2,995
85
$2.68M 0.26%
49,660
-60
86
$2.68M 0.26%
20,534
+670
87
$2.68M 0.26%
51,082
-1,183
88
$2.65M 0.26%
24,291
+1,527
89
$2.64M 0.26%
44,072
90
$2.64M 0.26%
47,836
+224
91
$2.62M 0.25%
13,037
-195
92
$2.58M 0.25%
25,937
-1,493
93
$2.58M 0.25%
50,144
94
$2.51M 0.24%
28,466
-101
95
$2.51M 0.24%
11,073
-1,237
96
$2.5M 0.24%
13,406
-984
97
$2.45M 0.24%
22,526
+1,714
98
$2.4M 0.23%
14,504
-125
99
$2.38M 0.23%
13,742
+373
100
$2.38M 0.23%
13,799
-85
2 3
4
5 6