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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.79M 0.35%
10,050
-437
77
$4.77M 0.35%
104,063
-2,031
78
$4.77M 0.35%
29,694
+668
79
$4.71M 0.34%
19,115
-459
80
$4.49M 0.33%
13,753
-310
81
$4.39M 0.32%
26,282
-905
82
$4.38M 0.32%
30,789
-4,430
83
$4.32M 0.31%
42,622
+1,043
84
$4.26M 0.31%
37,334
-1,829
85
$4.18M 0.3%
43,427
-7,252
86
$4.13M 0.3%
49,734
-327
87
$4.12M 0.3%
11,651
+99
88
$4.06M 0.29%
23,872
-260
89
$3.99M 0.29%
44,185
-15
90
$3.84M 0.28%
17,402
-99
91
$3.75M 0.27%
32,493
-95
92
$3.73M 0.27%
16,046
+385
93
$3.59M 0.26%
65,766
+2,590
94
$3.59M 0.26%
6,122
-18
95
$3.47M 0.25%
82,974
+4,576
96
$3.38M 0.24%
27,904
-1,043
97
$3.37M 0.24%
12,244
+3
98
$3.37M 0.24%
12,864
+415
99
$3.33M 0.24%
39,664
-3,366
100
$3.3M 0.24%
6,679
+205
2 3
4
5 6