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
$1.02B
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.9M
3
+$1.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.51M
5
AMZN icon
Amazon
AMZN
+$1.5M

Top Sells

1
+$3.92M
2
+$3.09M
3
+$2.62M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.42M
5
MSFT icon
Microsoft
MSFT
+$2.1M

Sector Composition

1 Financials 11.69%
2 Consumer Discretionary 10.12%
3 Technology 7.54%
4 Healthcare 6.68%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.76M 0.17%
28,678
+2,153
127
$1.75M 0.17%
8,131
+210
128
$1.74M 0.17%
39,736
-1,400
129
$1.72M 0.17%
25,734
-1,014
130
$1.69M 0.17%
51,984
-1,826
131
$1.63M 0.16%
9,765
-185
132
$1.62M 0.16%
16,301
-550
133
$1.61M 0.16%
5,530
-7
134
$1.57M 0.15%
33,732
+13,130
135
$1.56M 0.15%
27,473
-1,653
136
$1.56M 0.15%
12,556
-1,354
137
$1.54M 0.15%
12,825
+2,197
138
$1.53M 0.15%
12,970
+30
139
$1.5M 0.15%
20,466
-2,143
140
$1.5M 0.15%
14,482
+145
141
$1.47M 0.15%
9,131
+1,037
142
$1.46M 0.14%
10,652
-1,341
143
$1.44M 0.14%
+21,800
144
$1.42M 0.14%
37,500
-8,300
145
$1.42M 0.14%
25,624
-1,252
146
$1.4M 0.14%
12,873
+28
147
$1.36M 0.13%
9,336
+2,931
148
$1.34M 0.13%
8,869
+126
149
$1.33M 0.13%
16,027
-814
150
$1.32M 0.13%
32,418
-3,740
4 5
6
7 8