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
$1.16B
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.95M
3
+$2.3M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$764K
5
MSFT icon
Microsoft
MSFT
+$708K

Top Sells

1
+$8.79M
2
+$3.21M
3
+$2.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.65M

Sector Composition

1 Consumer Discretionary 13.55%
2 Financials 9.85%
3 Technology 9.22%
4 Healthcare 8.64%
5 Consumer Staples 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.74M 0.24%
13,183
-371
102
$2.74M 0.24%
8,569
-222
103
$2.73M 0.23%
110,983
+5,831
104
$2.62M 0.23%
6,943
+143
105
$2.62M 0.22%
46,526
106
$2.57M 0.22%
48,015
-1,198
107
$2.52M 0.22%
13,244
-930
108
$2.46M 0.21%
13,702
-1,573
109
$2.46M 0.21%
10,297
-546
110
$2.44M 0.21%
14,495
-1,703
111
$2.4M 0.21%
27,401
+1,193
112
$2.37M 0.2%
16,857
+902
113
$2.31M 0.2%
29,010
-2,145
114
$2.28M 0.2%
1,129
+75
115
$2.26M 0.19%
51,766
+256
116
$2.16M 0.19%
29,896
-138
117
$2.15M 0.18%
81,368
-22,061
118
$2.14M 0.18%
34,369
+1,453
119
$2.13M 0.18%
6,128
-228
120
$2.13M 0.18%
44,296
+7,918
121
$2.12M 0.18%
27,348
+2,679
122
$2.1M 0.18%
41,706
+1,662
123
$2.1M 0.18%
6,370
+345
124
$2.06M 0.18%
36,105
-2,940
125
$2.04M 0.18%
10,167
-291
3 4
5
6 7