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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.05M 0.21%
25,339
-183
102
$2.03M 0.2%
36,963
-1,680
103
$1.93M 0.19%
18,457
-1,081
104
$1.92M 0.19%
13,358
+300
105
$1.87M 0.19%
29,226
-2,190
106
$1.87M 0.19%
26,784
-813
107
$1.86M 0.19%
14,555
-52
108
$1.86M 0.19%
10,681
+27
109
$1.82M 0.18%
34,500
-940
110
$1.8M 0.18%
21,728
-252
111
$1.7M 0.17%
9,898
-361
112
$1.65M 0.17%
22,960
-2,008
113
$1.63M 0.16%
26,855
-315
114
$1.62M 0.16%
21,775
+57
115
$1.59M 0.16%
9,025
-325
116
$1.59M 0.16%
16,077
+342
117
$1.57M 0.16%
27,537
+745
118
$1.55M 0.16%
18,519
-2,206
119
$1.53M 0.15%
22,453
-125
120
$1.53M 0.15%
8,890
-510
121
$1.5M 0.15%
24,437
-1,235
122
$1.5M 0.15%
31,120
-440
123
$1.43M 0.14%
8,669
-50
124
$1.42M 0.14%
14,791
-765
125
$1.4M 0.14%
18,440
+797
3 4
5
6 7