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
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.41M
3
+$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.72M
2
+$1.93M
3
+$1.62M
4
KEX icon
Kirby Corp
KEX
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.48M

Sector Composition

1 Technology 15.97%
2 Consumer Discretionary 13.4%
3 Financials 8.5%
4 Healthcare 7.24%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.95M 0.22%
43,030
+464
102
$2.91M 0.22%
28,947
-3,091
103
$2.86M 0.22%
107,304
-19,107
104
$2.86M 0.22%
6,474
+669
105
$2.84M 0.21%
36,411
+2,662
106
$2.84M 0.21%
5,134
+322
107
$2.83M 0.21%
27,324
-1,995
108
$2.82M 0.21%
4,999
+366
109
$2.81M 0.21%
17,107
+5,586
110
$2.79M 0.21%
10,952
-157
111
$2.71M 0.2%
24,148
112
$2.7M 0.2%
23,602
-3,495
113
$2.7M 0.2%
16,790
-140
114
$2.67M 0.2%
30,217
-211
115
$2.63M 0.2%
14,399
-856
116
$2.5M 0.19%
14,467
-308
117
$2.46M 0.19%
12,449
+645
118
$2.44M 0.18%
7,783
-94
119
$2.42M 0.18%
11,104
-4,177
120
$2.4M 0.18%
44,770
-524
121
$2.32M 0.18%
40,658
+2,285
122
$2.3M 0.17%
38,217
+1,788
123
$2.3M 0.17%
10,025
-581
124
$2.29M 0.17%
33,600
-354
125
$2.27M 0.17%
27,730
+1,200
3 4
5
6 7