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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.25M 0.36%
20,768
+315
77
$4.06M 0.34%
15,944
-1,320
78
$4.03M 0.34%
119,634
+5,077
79
$4.01M 0.34%
57,076
+1,274
80
$3.82M 0.32%
38,952
-4,603
81
$3.8M 0.32%
51,280
+3,030
82
$3.8M 0.32%
42,590
-4,003
83
$3.77M 0.32%
36,666
-3,021
84
$3.62M 0.3%
46,927
+448
85
$3.6M 0.3%
12,077
+146
86
$3.53M 0.3%
17,770
-2,151
87
$3.53M 0.3%
7,524
+150
88
$3.47M 0.29%
1,284
-6
89
$3.45M 0.29%
9,058
-291
90
$3.39M 0.29%
28,519
-1,750
91
$3.31M 0.28%
51,821
-1,152
92
$3.2M 0.27%
6,142
-1,051
93
$3.14M 0.26%
16,174
-2,438
94
$3.1M 0.26%
122,655
+5,804
95
$3.04M 0.26%
46,711
+1,333
96
$3.01M 0.25%
31,946
+1,980
97
$2.99M 0.25%
67,093
-11,420
98
$2.97M 0.25%
26,264
-871
99
$2.96M 0.25%
6,699
-1,190
100
$2.93M 0.25%
12,339
+196
2 3
4
5 6