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
$1.21B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.22M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.92M
5
TSN icon
Tyson Foods
TSN
+$2.1M

Top Sells

1
+$65.8M
2
+$12M
3
+$5.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M

Sector Composition

1 Financials 16.56%
2 Consumer Discretionary 10.26%
3 Technology 10.04%
4 Healthcare 7.66%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.65M 0.22%
16,022
+239
102
$2.64M 0.22%
7,227
+969
103
$2.62M 0.22%
8,887
+245
104
$2.55M 0.21%
31,942
+1,658
105
$2.52M 0.21%
10,451
-156
106
$2.5M 0.21%
21,549
-1,446
107
$2.39M 0.2%
22,322
+445
108
$2.38M 0.2%
18,654
-1,895
109
$2.36M 0.19%
13,522
-443
110
$2.31M 0.19%
30,546
-2,049
111
$2.27M 0.19%
20,437
+1,335
112
$2.25M 0.19%
48,060
-862
113
$2.21M 0.18%
15,197
+2,204
114
$2.21M 0.18%
7,926
-110
115
$2.2M 0.18%
57,380
+163
116
$2.14M 0.18%
57,261
-3,582
117
$2.11M 0.17%
14,604
+1,912
118
$2.1M 0.17%
+35,164
119
$2.1M 0.17%
10,602
+585
120
$2.09M 0.17%
6,906
-155
121
$2.09M 0.17%
12,185
-110
122
$2.07M 0.17%
10,422
+2,578
123
$2.02M 0.17%
29,324
-2,807
124
$2M 0.17%
39,248
+4,941
125
$1.96M 0.16%
9,100
-490
3 4
5
6 7