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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.08M 0.19%
14,425
-46
102
$2.05M 0.18%
34,579
-2,384
103
$2.03M 0.18%
30,151
+4,812
104
$2.03M 0.18%
36,595
+7,369
105
$2.02M 0.18%
13,775
-539
106
$2.02M 0.18%
51,310
-700
107
$1.99M 0.18%
29,441
+7,666
108
$1.9M 0.17%
14,637
+82
109
$1.88M 0.17%
23,079
+1,351
110
$1.86M 0.17%
18,399
+2,322
111
$1.86M 0.17%
21,466
+11,329
112
$1.86M 0.17%
31,012
+4,157
113
$1.84M 0.16%
26,888
+104
114
$1.81M 0.16%
10,615
-66
115
$1.81M 0.16%
28,028
+9,509
116
$1.8M 0.16%
16,350
+2,992
117
$1.75M 0.16%
23,201
+241
118
$1.74M 0.16%
10,969
+3,516
119
$1.74M 0.16%
9,227
-2,206
120
$1.73M 0.15%
5,106
-5,069
121
$1.65M 0.15%
14,470
+11,250
122
$1.6M 0.14%
8,720
-170
123
$1.6M 0.14%
24,639
+16,007
124
$1.57M 0.14%
28,242
+4,800
125
$1.5M 0.14%
20,268
+1,828
3 4
5
6 7