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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.06M 0.34%
20,887
-1,436
77
$3.92M 0.32%
26,323
-2,916
78
$3.87M 0.32%
149,399
+7,190
79
$3.86M 0.32%
26,952
-1,376
80
$3.85M 0.32%
28,498
-495
81
$3.75M 0.31%
67,878
-111
82
$3.73M 0.31%
14,422
+88
83
$3.52M 0.29%
69,591
-3,262
84
$3.5M 0.29%
38,418
+3,945
85
$3.39M 0.28%
47,176
+3,521
86
$3.37M 0.28%
33,686
-3,707
87
$3.33M 0.27%
26,292
+1
88
$3.32M 0.27%
40,868
+3,143
89
$3.21M 0.26%
51,811
-11,407
90
$3.2M 0.26%
17,341
+394
91
$3.2M 0.26%
16,024
+1,942
92
$3.06M 0.25%
38,391
+21
93
$3.03M 0.25%
12,838
+717
94
$2.94M 0.24%
30,767
+1,035
95
$2.9M 0.24%
15,491
-1,295
96
$2.87M 0.24%
15,672
-2,829
97
$2.81M 0.23%
47,925
-2,835
98
$2.77M 0.23%
17,610
+379
99
$2.76M 0.23%
13,021
100
$2.71M 0.22%
14,001
-413
2 3
4
5 6