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
$898M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$87.7M
2
+$85.1M
3
+$56.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$29.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.16%
2 Financials 12.71%
3 Consumer Discretionary 8.93%
4 Consumer Staples 4.53%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.17%
+39,420
102
$1.5M 0.17%
+12,740
103
$1.49M 0.17%
+18,412
104
$1.46M 0.16%
+23,708
105
$1.46M 0.16%
+18,395
106
$1.45M 0.16%
+57,581
107
$1.45M 0.16%
+19,608
108
$1.44M 0.16%
+9,624
109
$1.44M 0.16%
+36,338
110
$1.43M 0.16%
+22,426
111
$1.36M 0.15%
+9,761
112
$1.35M 0.15%
+24,913
113
$1.34M 0.15%
+29,019
114
$1.32M 0.15%
+15,220
115
$1.3M 0.14%
+16,899
116
$1.24M 0.14%
+62,069
117
$1.21M 0.14%
+24,192
118
$1.21M 0.13%
+10,566
119
$1.2M 0.13%
+11,406
120
$1.17M 0.13%
+45,795
121
$1.16M 0.13%
+8,703
122
$1.14M 0.13%
+17,617
123
$1.14M 0.13%
+24,055
124
$1.13M 0.13%
+10,265
125
$1.11M 0.12%
+16,676
3 4
5
6 7