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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.3M 0.32%
19,498
-8,622
77
$4.2M 0.32%
41,204
+245
78
$4.17M 0.32%
51,193
-349
79
$4.07M 0.31%
30,199
+628
80
$4.06M 0.31%
148,689
-3,660
81
$4.06M 0.31%
34,790
+2,533
82
$3.96M 0.3%
51,930
-1,306
83
$3.9M 0.29%
15,325
-402
84
$3.84M 0.29%
11,752
+1,269
85
$3.69M 0.28%
13,431
+77
86
$3.59M 0.27%
10,858
-5,374
87
$3.56M 0.27%
21,478
-405
88
$3.52M 0.27%
12,556
-75
89
$3.48M 0.26%
52,444
-1,166
90
$3.46M 0.26%
9,355
+3,589
91
$3.34M 0.25%
19,870
+1,625
92
$3.34M 0.25%
33,906
+4,023
93
$3.31M 0.25%
50,096
-6,665
94
$3.3M 0.25%
15,593
+5,280
95
$3.24M 0.24%
242,480
+60,200
96
$3.2M 0.24%
14,278
-486
97
$3.19M 0.24%
13,360
+1,080
98
$3.15M 0.24%
14,494
+1,223
99
$3.11M 0.23%
36,705
-1,334
100
$3.06M 0.23%
35,108
+54
2 3
4
5 6