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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.77M 0.36%
28,895
+2,901
77
$4.62M 0.35%
17,899
+283
78
$4.6M 0.35%
10,487
+900
79
$4.56M 0.34%
111,033
-1,503
80
$4.52M 0.34%
106,094
-2,848
81
$4.43M 0.33%
19,574
+863
82
$4.34M 0.33%
14,063
-989
83
$4.07M 0.31%
39,163
-1,914
84
$4.04M 0.3%
41,579
-291
85
$3.97M 0.3%
29,026
+971
86
$3.83M 0.29%
50,061
-340
87
$3.79M 0.29%
44,200
-944
88
$3.62M 0.27%
39,220
+932
89
$3.54M 0.27%
6,140
-182
90
$3.53M 0.27%
46,817
+112
91
$3.5M 0.26%
11,552
+1,402
92
$3.44M 0.26%
17,501
+211
93
$3.35M 0.25%
63,176
+1,001
94
$3.34M 0.25%
843
-14
95
$3.27M 0.25%
32,588
+214
96
$3.21M 0.24%
12,241
-217
97
$3.11M 0.23%
54,455
+2,983
98
$3.07M 0.23%
78,398
+8,117
99
$3.04M 0.23%
15,661
+77
100
$2.99M 0.23%
32,853
-115
2 3
4
5 6