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
$1.15B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$5.52M
3
+$5.01M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.91M
5
META icon
Meta Platforms (Facebook)
META
+$4.17M

Top Sells

1
+$16.2M
2
+$3.65M
3
+$3.52M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.79M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.79M

Sector Composition

1 Financials 24.41%
2 Consumer Discretionary 8.61%
3 Technology 8.23%
4 Healthcare 7.17%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.59M 0.14%
46,162
-1,631
127
$1.55M 0.13%
10,017
+321
128
$1.54M 0.13%
16,596
-9,471
129
$1.5M 0.13%
38,849
+7,324
130
$1.5M 0.13%
12,993
-3,272
131
$1.49M 0.13%
309,510
+6,887
132
$1.48M 0.13%
22,329
+1,258
133
$1.47M 0.13%
31,672
-104
134
$1.46M 0.13%
6,054
+2,291
135
$1.46M 0.13%
50,237
+31,030
136
$1.44M 0.13%
225,177
+206,081
137
$1.44M 0.13%
33,342
+1,179
138
$1.44M 0.13%
60,843
+56,273
139
$1.42M 0.12%
12,021
-327
140
$1.41M 0.12%
17,082
+4,401
141
$1.4M 0.12%
19,175
-5,009
142
$1.37M 0.12%
71,853
+18,990
143
$1.34M 0.12%
13,965
-270
144
$1.33M 0.12%
37,005
+7,606
145
$1.33M 0.12%
57,694
+33,319
146
$1.32M 0.11%
14,405
+1,732
147
$1.3M 0.11%
12,298
+5,341
148
$1.25M 0.11%
10,971
+383
149
$1.24M 0.11%
9,578
+672
150
$1.23M 0.11%
24,577
-547
4 5
6
7 8