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
$1.15B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$5.52M
3
+$5.01M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.91M
5
META icon
Meta Platforms (Facebook)
META
+$4.17M

Top Sells

1
+$16.2M
2
+$3.65M
3
+$3.52M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.79M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.79M

Sector Composition

1 Financials 24.41%
2 Consumer Discretionary 8.61%
3 Technology 8.23%
4 Healthcare 7.17%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.2%
13,021
+45
102
$2.15M 0.19%
8,642
-462
103
$2.12M 0.18%
6,258
+1,970
104
$2.12M 0.18%
10,607
-165
105
$2.12M 0.18%
14,082
+786
106
$2.05M 0.18%
32,595
-568
107
$2.02M 0.18%
20,549
+2,106
108
$2.01M 0.18%
7,061
+290
109
$2M 0.17%
15,783
+2,141
110
$1.94M 0.17%
21,877
+1,364
111
$1.93M 0.17%
26,291
-110
112
$1.9M 0.17%
32,131
+3,011
113
$1.89M 0.16%
34,866
-591
114
$1.89M 0.16%
90,592
+9,675
115
$1.86M 0.16%
9,590
-75
116
$1.86M 0.16%
57,217
+1,549
117
$1.81M 0.16%
5,719
+1,377
118
$1.79M 0.16%
44,441
+500
119
$1.79M 0.16%
32,857
+3,086
120
$1.78M 0.16%
19,102
+6,189
121
$1.75M 0.15%
19,542
-40,830
122
$1.74M 0.15%
12,295
-315
123
$1.7M 0.15%
8,036
+90
124
$1.7M 0.15%
12,692
125
$1.63M 0.14%
34,307
+16,262
3 4
5
6 7