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
$1.32B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.28M
3
+$3.29M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.77M

Top Sells

1
+$5M
2
+$4.29M
3
+$3.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.15M
5
JKHY icon
Jack Henry & Associates
JKHY
+$2.98M

Sector Composition

1 Financials 11.53%
2 Consumer Discretionary 11.45%
3 Technology 9.19%
4 Healthcare 6.61%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3M 0.23%
121,589
-174,088
102
$2.95M 0.22%
12,142
-551
103
$2.93M 0.22%
14,808
-613
104
$2.91M 0.22%
45,033
-930
105
$2.9M 0.22%
13,673
+75
106
$2.88M 0.22%
15,253
-3,424
107
$2.85M 0.22%
13,297
-1,589
108
$2.75M 0.21%
80,649
-635
109
$2.73M 0.21%
13,390
+355
110
$2.71M 0.2%
29,871
-7,504
111
$2.62M 0.2%
11,685
-310
112
$2.55M 0.19%
33,619
-761
113
$2.54M 0.19%
7,091
-50
114
$2.54M 0.19%
11,840
+164
115
$2.51M 0.19%
22,024
-801
116
$2.49M 0.19%
43,941
117
$2.47M 0.19%
24,537
+7,035
118
$2.43M 0.18%
31,052
-520
119
$2.41M 0.18%
43,612
-2,368
120
$2.41M 0.18%
38,784
+82
121
$2.4M 0.18%
6,818
-183
122
$2.37M 0.18%
31,943
-4,783
123
$2.37M 0.18%
22,508
+4,285
124
$2.33M 0.18%
46,866
125
$2.32M 0.18%
6,525
+107
3 4
5
6 7