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
$993M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.24M
3
+$2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M

Top Sells

1
+$9.27M
2
+$4.91M
3
+$3.85M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.7M

Sector Composition

1 Technology 17.76%
2 Financials 11.79%
3 Consumer Discretionary 8.19%
4 Consumer Staples 4.99%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.14%
24,285
-1,329
127
$1.37M 0.14%
10,007
-1,034
128
$1.33M 0.13%
13,326
+7
129
$1.33M 0.13%
21,257
-982
130
$1.26M 0.13%
16,891
-2,162
131
$1.25M 0.13%
5,669
+276
132
$1.22M 0.12%
7,453
-285
133
$1.22M 0.12%
25,831
+147
134
$1.22M 0.12%
20,450
+127
135
$1.2M 0.12%
4,361
-329
136
$1.2M 0.12%
23,442
-274
137
$1.19M 0.12%
10,013
+50
138
$1.19M 0.12%
26,193
+226
139
$1.18M 0.12%
15,723
-491
140
$1.17M 0.12%
30,443
+2,605
141
$1.16M 0.12%
15,104
+10,264
142
$1.14M 0.11%
16,750
+10,005
143
$1.13M 0.11%
19,175
144
$1.13M 0.11%
9,155
-3,426
145
$1.1M 0.11%
20,392
-3,623
146
$1.09M 0.11%
31,270
-750
147
$1.07M 0.11%
38,932
+4,124
148
$1.06M 0.11%
15,523
149
$1.03M 0.1%
20,796
-735
150
$1.02M 0.1%
7,550
-43
4 5
6
7 8