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
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.29M 0.24%
780
-63
102
$3.2M 0.23%
25,746
+1,748
103
$3.19M 0.23%
41,162
+2,945
104
$3.14M 0.23%
52,793
-1,662
105
$3.11M 0.23%
14,078
-389
106
$3.08M 0.22%
17,181
+74
107
$3.04M 0.22%
39,074
+2,663
108
$2.98M 0.22%
45,224
+454
109
$2.94M 0.21%
9,643
-1,309
110
$2.91M 0.21%
24,148
111
$2.89M 0.21%
5,201
+202
112
$2.87M 0.21%
32,631
-222
113
$2.85M 0.21%
26,653
-671
114
$2.85M 0.21%
29,584
-633
115
$2.83M 0.2%
16,410
-380
116
$2.8M 0.2%
45,053
+4,395
117
$2.79M 0.2%
13,917
-482
118
$2.73M 0.2%
33,771
+171
119
$2.6M 0.19%
10,956
-148
120
$2.55M 0.18%
7,682
-101
121
$2.49M 0.18%
104,147
-3,157
122
$2.48M 0.18%
23,555
-47
123
$2.44M 0.18%
14,559
-497
124
$2.38M 0.17%
9,760
-265
125
$2.34M 0.17%
19,925
-310
3 4
5
6 7