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
$1.19B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$852K
3
+$670K
4
TSLA icon
Tesla
TSLA
+$638K
5
CSX icon
CSX Corp
CSX
+$608K

Top Sells

1
+$9.63M
2
+$4.3M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M
5
MSFT icon
Microsoft
MSFT
+$1.48M

Sector Composition

1 Consumer Discretionary 14.11%
2 Technology 12.43%
3 Financials 8.72%
4 Healthcare 8.04%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.89M 0.24%
15,603
+473
102
$2.85M 0.24%
53,581
+6,545
103
$2.85M 0.24%
27,464
+748
104
$2.72M 0.23%
30,280
+24
105
$2.71M 0.23%
18,619
+291
106
$2.69M 0.23%
16,240
-993
107
$2.57M 0.22%
31,037
+2,439
108
$2.54M 0.21%
31,315
+2,438
109
$2.54M 0.21%
12,009
-763
110
$2.51M 0.21%
14,843
-1,588
111
$2.38M 0.2%
17,229
-2,357
112
$2.38M 0.2%
11,568
-1,206
113
$2.33M 0.2%
4,808
-1,470
114
$2.33M 0.2%
24,831
-9,964
115
$2.26M 0.19%
33,860
116
$2.25M 0.19%
7,290
-61
117
$2.2M 0.18%
45,174
-532
118
$2.12M 0.18%
9,227
-421
119
$2.11M 0.18%
5,367
-1,112
120
$2.09M 0.18%
6,791
-351
121
$2.08M 0.17%
40,679
+2,841
122
$2.07M 0.17%
31,594
+2,112
123
$2.06M 0.17%
61,694
-3,300
124
$2.05M 0.17%
12,477
125
$2.02M 0.17%
33,517
-1,036
3 4
5
6 7