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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$2.58M
3
+$2.07M
4
CVX icon
Chevron
CVX
+$1.98M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.7M

Top Sells

1
+$9.32M
2
+$4.02M
3
+$3.04M
4
TGT icon
Target
TGT
+$1.81M
5
LMT icon
Lockheed Martin
LMT
+$1.71M

Sector Composition

1 Technology 17.19%
2 Financials 11.41%
3 Consumer Discretionary 6.97%
4 Healthcare 5.15%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.13%
10,856
+5,409
127
$1.49M 0.13%
28,323
+786
128
$1.48M 0.13%
8,669
129
$1.48M 0.13%
12,392
+5,651
130
$1.48M 0.13%
10,962
+3,412
131
$1.45M 0.13%
22,178
-275
132
$1.44M 0.13%
+21,180
133
$1.42M 0.13%
+14,823
134
$1.42M 0.13%
8,755
-270
135
$1.41M 0.13%
+6,809
136
$1.39M 0.12%
31,020
-100
137
$1.38M 0.12%
29,395
+14,341
138
$1.36M 0.12%
9,997
-10
139
$1.33M 0.12%
12,947
-379
140
$1.28M 0.11%
26,705
+512
141
$1.25M 0.11%
5,854
+185
142
$1.24M 0.11%
11,834
+1,821
143
$1.24M 0.11%
25,831
144
$1.21M 0.11%
12,808
+5,665
145
$1.21M 0.11%
14,216
-575
146
$1.2M 0.11%
17,796
+4,551
147
$1.2M 0.11%
20,334
-116
148
$1.2M 0.11%
23,043
+2,247
149
$1.19M 0.11%
15,523
150
$1.19M 0.11%
15,960
+5,491
4 5
6
7 8