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
$909M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.94M
3
+$1.66M
4
KO icon
Coca-Cola
KO
+$990K
5
SLV icon
iShares Silver Trust
SLV
+$983K

Top Sells

1
+$4.22M
2
+$2.32M
3
+$2.28M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.26M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.14M

Sector Composition

1 Technology 14.1%
2 Financials 13.93%
3 Consumer Discretionary 8.59%
4 Healthcare 4.49%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.17%
37,680
-400
102
$1.49M 0.16%
18,664
-69
103
$1.46M 0.16%
18,576
-1,153
104
$1.41M 0.16%
17,512
-268
105
$1.41M 0.15%
12,183
-71
106
$1.39M 0.15%
16,274
-55
107
$1.39M 0.15%
19,272
-5,172
108
$1.38M 0.15%
35,988
-700
109
$1.38M 0.15%
25,859
-3,060
110
$1.37M 0.15%
9,267
-195
111
$1.34M 0.15%
24,593
-170
112
$1.34M 0.15%
27,489
-1,977
113
$1.3M 0.14%
10,185
+250
114
$1.3M 0.14%
20,351
+350
115
$1.25M 0.14%
17,671
-10
116
$1.24M 0.14%
25,367
+298
117
$1.22M 0.13%
12,540
+86
118
$1.22M 0.13%
24,754
119
$1.21M 0.13%
15,121
-3,488
120
$1.19M 0.13%
8,563
-140
121
$1.19M 0.13%
11,215
-625
122
$1.19M 0.13%
21,980
+445
123
$1.18M 0.13%
10,748
-473
124
$1.11M 0.12%
7,307
-314
125
$1.09M 0.12%
10,422
-66
3 4
5
6 7