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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.35M 0.23%
25,421
+2,307
102
$2.34M 0.23%
30,236
-2,929
103
$2.32M 0.22%
60,184
-827
104
$2.29M 0.22%
32,732
-385
105
$2.23M 0.22%
20,493
+5,964
106
$2.23M 0.22%
16,351
-4,245
107
$2.21M 0.21%
12,653
+201
108
$2.11M 0.2%
12,970
-25
109
$2.1M 0.2%
32,340
+57
110
$2.07M 0.2%
32,611
+293
111
$2.04M 0.2%
13,660
-605
112
$2.02M 0.2%
5,547
-189
113
$2M 0.19%
36,212
+4,259
114
$1.98M 0.19%
10,732
+96
115
$1.96M 0.19%
9,592
+89
116
$1.96M 0.19%
25,278
-821
117
$1.94M 0.19%
7,948
+260
118
$1.94M 0.19%
126,517
+71,741
119
$1.87M 0.18%
15,664
-2,799
120
$1.86M 0.18%
67,575
-7,815
121
$1.81M 0.18%
+70,764
122
$1.79M 0.17%
41,136
-525
123
$1.78M 0.17%
26,748
-50
124
$1.78M 0.17%
29,126
-460
125
$1.77M 0.17%
6,702
+170
3 4
5
6 7