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
$1.03B
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.7M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M
5
UBER icon
Uber
UBER
+$960K

Top Sells

1
+$2.61M
2
+$2.55M
3
+$2.23M
4
TGT icon
Target
TGT
+$2.15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2M

Sector Composition

1 Financials 11.75%
2 Consumer Discretionary 9.32%
3 Technology 7.98%
4 Healthcare 6.54%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.75M 0.17%
53,810
-49,740
127
$1.74M 0.17%
10,206
+264
128
$1.74M 0.17%
11,993
-210
129
$1.73M 0.17%
8,924
-11,490
130
$1.71M 0.17%
36,158
-1,937
131
$1.69M 0.16%
9,950
+5
132
$1.67M 0.16%
7,921
-5
133
$1.64M 0.16%
14,337
-35
134
$1.63M 0.16%
5,537
-31
135
$1.62M 0.16%
22,609
-20
136
$1.6M 0.15%
45,800
+7,000
137
$1.58M 0.15%
13,910
-145
138
$1.57M 0.15%
12,940
-50
139
$1.56M 0.15%
16,851
-450
140
$1.54M 0.15%
26,525
-739
141
$1.45M 0.14%
26,876
-111
142
$1.45M 0.14%
18,429
-358
143
$1.43M 0.14%
21,782
+161
144
$1.39M 0.13%
16,841
-248
145
$1.36M 0.13%
39,880
+869
146
$1.36M 0.13%
33,114
-1,920
147
$1.34M 0.13%
19,851
-175
148
$1.34M 0.13%
8,094
-1,000
149
$1.31M 0.13%
8,743
-1,140
150
$1.31M 0.13%
12,845
+125
4 5
6
7 8